Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPTIVER HOLDING BV | COM | Liquidated | $0 | 0 | 0.00 | 2,534 | +Inf | 03-31-2024 | |
SPIRE WEALTH MANAGEMENT | COM | 1052 | $41,968 | 2,522 | 0.00 | 0.00 | -2,377 | -48.52 | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 1053 | $41,600 | 2,500 | 0.00 | 2,500 | +Inf | 03-31-2024 | |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 1054 | $45,225 | 2,500 | 0.00 | 2,500 | +Inf | 12-31-2023 |