Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFEWORKS ADVISORS LLC | COM NEW | 751 | $332,967 | 4,919 | 0.00 | 0.00 | -2,510 | -33.79 | 03-31-2024 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM NEW | 752 | $330,308 | 4,880 | 0.00 | 0.00 | 624 | 14.66 | 03-31-2024 |
QUANTUM PRIVATE WEALTH LLC | COM NEW | 753 | $329,448 | 4,867 | 0.00 | 4,867 | +Inf | 03-31-2024 | |
WIN ADVISORS INC | COM NEW | 754 | $328,635 | 4,855 | 0.00 | 4,855 | +Inf | 03-31-2024 |