Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DINUZZO PRIVATE WEALTH INC | COM | 1601 | $1,605 | 28 | 0.00 | 28 | +Inf | 03-31-2024 | |
CAROLINAS WEALTH CONSULTING LLC | COM | 1602 | $1,616 | 28 | 0.00 | 0.00 | 5 | 21.74 | 06-30-2024 |
PENSERRA CAPITAL MANAGEMENT LLC | COM | 1603 | $2,000 | 27 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 1604 | $1,442 | 25 | 0.00 | 25 | +Inf | 06-30-2024 |