Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DELAP WEALTH ADVISORY LLC | COM | 3151 | $902,412 | 2,352 | 0.00 | 0.00 | 1,434 | 156.21 | 03-31-2024 |
UNIQUE WEALTH LLC | COM | 3152 | $901,781 | 2,351 | 0.00 | 0.00 | 121 | 5.43 | 03-31-2024 |
PIERSHALE FINANCIAL GROUP INC | COM | 3153 | $729,959 | 2,350 | 0.00 | 0.00 | 16 | 0.69 | 06-30-2023 |
AMPLIUS WEALTH ADVISORS LLC | COM | 3154 | $814,046 | 2,349 | 0.00 | 0.00 | 115 | 5.15 | 12-31-2023 |