Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | UNIT SER 1 | 4251 | $47,954 | 108 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | ETF | 4252 | $46,220 | 104 | 0.00 | 0.00 | 10 | 10.64 | 03-31-2024 |
CARSONALLARIA WEALTH MANAGEMENT LTD | UNIT SER 1 | 4253 | $46,110 | 103 | 0.00 | 0.00 | 24 | 30.38 | 03-31-2024 |
BEAR MOUNTAIN CAPITAL INC | ETF | 4254 | $42,181 | 103 | 0.00 | 103 | +Inf | 12-31-2023 |