Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | COM | Liquidated | $31,000 | 250 | 0.01 | 0.03 | 250 | +Inf | 06-30-2024 |
GOLD INVESTMENT MANAGEMENT LTD | COM | 5502 | $223,179 | 247 | 0.00 | 0.00 | 8 | 3.35 | 03-31-2024 |
BALANCED WEALTH GROUP LLC | COM | 5503 | $210,337 | 237 | 0.00 | 237 | +Inf | 03-31-2024 | |
MYECFO LLC | COM | 5504 | $212,337 | 235 | 0.00 | 235 | +Inf | 03-31-2024 |