Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLUMN CAPITAL ADVISORS LLC | Stock | 2651 | $8,686 | 17 | 0.00 | 0.00 | -2 | -10.53 | 09-30-2023 |
IAG WEALTH PARTNERS LLC | Common Stock | 2652 | $11,050 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORE ALTERNATIVE CAPITAL | COM | 2653 | $11,050 | 17 | 0.00 | 0.00 | -130 | -88.44 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 2654 | $10,400 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |