Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCOLLAB LLC | COM | 1701 | $3,661 | 7 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CASTLEVIEW PARTNERS LLC | COM | 1703 | $3,430 | 7 | 0.00 | 7 | +Inf | 12-31-2023 | |
ALTSHULER SHAHAM LTD | COM | 1704 | $3,660 | 7 | 0.00 | 7 | +Inf | 03-31-2024 |