Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 1251 | $2,989 | 38 | 0.00 | 38 | +Inf | 12-31-2023 | |
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 34.62 | 12-31-2023 |
SJS INVESTMENT CONSULTING INC | COM | 1253 | $2,935 | 34 | 0.00 | 0.00 | 5 | 17.24 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1254 | $2,935 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |