Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICON WEALTH PARTNERS LLC | Stock | 501 | $1,867,566 | 19,702 | 0.00 | 0.28 | -3,619 | -15.52 | 03-31-2023 |
METIS GLOBAL PARTNERS LLC | COM | 502 | $1,538,836 | 19,613 | 0.00 | 0.00 | 881 | 4.70 | 06-30-2024 |
DRUCKER WEALTH 30 LLC | COM | 503 | $1,538,697 | 19,611 | 0.00 | 19,611 | +Inf | 06-30-2024 | |
OPPENHEIMER ASSET MANAGEMENT INC | COM | 504 | $1,535,382 | 19,569 | 0.00 | 0.00 | -2,054 | -9.50 | 06-30-2024 |