Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BREWIN DOLPHIN LTD | SHS | 1001 | $1,000 | 18 | 0.00 | 0.00 | -110 | -85.94 | 03-31-2022 |
TUCKER ASSET MANAGEMENT LLC | SHS | 1002 | $1,163 | 18 | 0.00 | 18 | +Inf | 06-30-2023 | |
GRADIENT INVESTMENTS LLC | SHS | 1003 | $1,538 | 18 | 0.00 | 0.00 | -32 | -64.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | SHS | Liquidated | $0 | 0 | 0.00 | 18 | +Inf | 03-31-2024 |