Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 1051 | $32,758 | 221 | 0.00 | 221 | +Inf | 03-31-2024 | |
ITAU UNIBANCO HOLDING SA | COM | 1052 | $25,864 | 219 | 0.00 | 0.00 | -452 | -67.36 | 12-31-2023 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 1053 | $30,861 | 208 | 0.00 | 0.00 | 1 | 0.48 | 03-31-2024 |
BOK FINANCIAL PRIVATE WEALTH INC | COM | 1054 | $23,988 | 202 | 0.00 | 202 | +Inf | 12-31-2023 |