Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SWMG LLC | COM | 6601 | $229,135 | 513 | 0.00 | 513 | +Inf | 06-30-2024 | |
ENVISION FINANCIAL PLANNING LLC | COM | 6602 | $213,273 | 507 | 0.00 | 507 | +Inf | 03-31-2024 | |
SWAN GLOBAL INVESTMENTS LLC | MSFT | 6603 | $223,296 | 501 | 0.00 | 501 | +Inf | 06-30-2024 | |
SHUFRO ROSE & CO LLC | PUT | Liquidated | $0 | 0 | 0.00 | 500 | +Inf | 06-30-2024 |