Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 501 | $107,408 | 997 | 0.00 | 0.00 | 1 | 0.10 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 502 | $96,000 | 789 | 0.01 | 789 | +Inf | 09-30-2022 | |
KBC GROUP NV | COM | 503 | $81,000 | 753 | 0.00 | 0.00 | 239 | 46.50 | 03-31-2024 |
GLADIUS CAPITAL MANAGEMENT LP | COM | Liquidated | $70,887 | 658 | 0.00 | 0.01 | 658 | +Inf | 03-31-2024 |