Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | 1201 | $2,507 | 4 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOKF NA | COM | 1202 | $2,547 | 4 | 0.00 | 0.00 | -14 | -77.78 | 03-31-2024 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 1203 | $1,880 | 3 | 0.00 | 3 | +Inf | 03-31-2024 | |
MOTCO | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |