Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY ADVISORS LLC | CL A | 1601 | $4,198,407 | 8,718 | 0.00 | 0.00 | 462 | 5.60 | 03-31-2024 |
EXCHANGE TRADED CONCEPTS LLC | CL A | 1602 | $4,189,659 | 8,700 | 0.00 | 0.00 | 106 | 1.23 | 03-31-2024 |
CORNERSTONE ADVISORY LLC | CL A | 1603 | $4,188,081 | 8,697 | 0.00 | 0.00 | 113 | 1.32 | 03-31-2024 |
MORENO EVELYN V | Com | 1604 | $3,708,931 | 8,696 | 0.00 | 0.00 | -16,220 | -65.10 | 12-31-2023 |