Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DCF ADVISERS LLC | SPONSORED ADS | 1151 | $1,287,470 | 12,600 | 0.00 | 12,600 | +Inf | 03-31-2023 | |
IHT WEALTH MANAGEMENT LLC | SPONSORED ADS | 1152 | $911,577 | 12,598 | 0.00 | 0.00 | 957 | 8.22 | 03-31-2024 |
ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | SPONSORED ADS | 1153 | $910,506 | 12,583 | 0.00 | 0.00 | 100 | 0.80 | 03-31-2024 |
PROSPERA FINANCIAL SERVICES INC | SPONSORED ADS | 1154 | $974,146 | 12,568 | 0.00 | 0.00 | -3,007 | -19.31 | 12-31-2023 |