Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KELLEHER FINANCIAL ADVISORS | COM | 2801 | $409,418 | 2,144 | 0.00 | 2,144 | +Inf | 03-31-2024 | |
LIFESTYLE ASSET MANAGEMENT INC | COM | 2802 | $409,137 | 2,143 | 0.00 | 2,143 | +Inf | 03-31-2024 | |
ROSENBERG MATTHEW HAMILTON | Stock | 2803 | $300,456 | 2,142 | 0.00 | 0.00 | 97 | 4.74 | 09-30-2023 |
KNOTT DAVID M JR | Common | 2804 | $409,000 | 2,142 | 0.14 | 0.13 | 0 | 0.00 | 03-31-2024 |