Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CULTIVAR CAPITAL INC | COM | 1901 | $7,395 | 140 | 0.00 | 140 | +Inf | 06-30-2024 | |
MOISAND FITZGERALD TAMAYO LLC | COM | 1902 | $7,184 | 136 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 1903 | $7,131 | 135 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
AVION WEALTH | COM | 1904 | $8,000 | 132 | 0.00 | 0.00 | 21 | 18.92 | 03-31-2024 |