Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GAMCO INVESTORS INC ET AL | EXCHANGE TRADED | 1 | $6,741,199 | 1,195,248 | 0.00 | 1,195,248 | +Inf | 03-31-2023 | |
COMMONWEALTH EQUITY SERVICES LLC | COM | 2 | $2,862,000 | 505,595 | 0.00 | 0.00 | 51,151 | 11.26 | 03-31-2024 |
LPL FINANCIAL LLC | COM | 3 | $1,218,841 | 215,343 | 0.00 | 0.00 | -13,038 | -5.71 | 03-31-2024 |
MORGAN STANLEY | COM | 4 | $918,087 | 162,206 | 0.00 | 0.00 | 11,671 | 7.75 | 03-31-2024 |