Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTI GLOBAL INC | COM | 1801 | $436,185 | 1,499 | 0.00 | 1,499 | +Inf | 03-31-2024 | |
PHILLIPS WEALTH PLANNERS LLC | COM | 1802 | $395,026 | 1,491 | 0.00 | 0.00 | -568 | -27.59 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 1803 | $431,148 | 1,488 | 0.00 | 0.00 | -18 | -1.20 | 03-31-2024 |
PETRUS TRUST COMPANY LTA | COM | 1804 | $427,367 | 1,475 | 0.00 | 0.00 | -591 | -28.61 | 03-31-2024 |