Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 3501 | $53,641 | 97 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CRIBSTONE CAPITAL MANAGEMENT LLC | CS | 3502 | $53,000 | 97 | 0.03 | 0.04 | -13 | -11.82 | 06-30-2022 |
BELLEVUE ASSET MANAGEMENT LLC | COM | 3503 | $53,641 | 97 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
TURIM 21 INVESTIMENTOS LTDA | COM | 3504 | $52,535 | 95 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |