Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTITUDE FAMILY OFFICE LLC | Stock | 1701 | $2,341 | 33 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
OAKWORTH CAPITAL INC | COMMON STOCK | 1702 | $2,791 | 32 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
RED TORTOISE LLC | Stock | 1703 | $2,128 | 30 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ROTHSCHILD INVESTMENT LLC | Stock | 1704 | $2,304 | 30 | 0.00 | 30 | +Inf | 03-31-2024 |