Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ONEDIGITAL INVESTMENT ADVISORS LLC | SHS - A - | 1101 | $325,966 | 3,187 | 0.00 | 0.00 | 351 | 12.38 | 03-31-2024 |
WEALTHCARE ADVISORY PARTNERS LLC | SHS - A - | 1102 | $325,420 | 3,182 | 0.00 | 3,182 | +Inf | 03-31-2024 | |
LANTZ FINANCIAL LLC | SHS - A - | 1103 | $324,668 | 3,174 | 0.00 | 0.00 | 109 | 3.56 | 03-31-2024 |
STRATEGIC ADVISORS LLC | SHS - A - | 1104 | $300,928 | 3,165 | 0.00 | 0.00 | 165 | 5.50 | 12-31-2023 |