Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEPENDENT WEALTH NETWORK INC | ISHARES BIOTECH | Liquidated | $0 | 0 | 0.00 | 0.00 | 245 | 7.58 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | ISHARES BIOTECH | 1052 | $472,074 | 3,475 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NEW POTOMAC PARTNERS LLC | ISHARES BIOTECH | 1053 | $474,782 | 3,460 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLONY GROUP LLC | ETF | 1054 | $439,000 | 3,458 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2023 |