Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KING WEALTH MANAGEMENT GROUP | ADS | 1901 | $462,000 | 3,398 | 0.08 | 3,398 | +Inf | 03-31-2024 | |
KING WEALTH MANAGEMENT GROUP | SPONSORED ADS | Liquidated | $0 | 0 | 0.07 | 0.06 | 2 | 0.06 | 03-31-2024 |
ANGELES WEALTH MANAGEMENT LLC | SPONSORED ADS | 1903 | $461,618 | 3,393 | 0.00 | 0.00 | 14 | 0.41 | 03-31-2024 |
PHILLIPS WEALTH PLANNERS LLC | SPONSORED ADS | 1904 | $473,782 | 3,389 | 0.00 | 0.00 | -623 | -15.53 | 03-31-2024 |