Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAVERLY ADVISORS LLC | SPONSORED ADS | 1451 | $1,110,273 | 8,161 | 0.00 | 0.00 | 1,456 | 21.72 | 03-31-2024 |
STRATEGIC GLOBAL ADVISORS LLC | SPONSORED ADS | 1452 | $1,103,774 | 8,113 | 0.00 | 0.00 | 1,112 | 15.88 | 03-31-2024 |
HARBOUR CAPITAL ADVISORS LLC | SPONSORED ADS | 1453 | $1,133,398 | 8,083 | 0.00 | 0.00 | 5 | 0.06 | 03-31-2024 |
CAPITAL WEALTH PLANNING LLC | SPONSORED ADS | 1454 | $1,096,835 | 8,062 | 0.00 | 0.00 | -14,514 | -64.29 | 03-31-2024 |