Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADDISON ADVISORS LLC | COM | 1151 | $59,130 | 3,740 | 0.00 | 0.00 | -149 | -3.83 | 03-31-2024 |
NEO IVY CAPITAL MANAGEMENT | Stock | 1152 | $75,000 | 3,654 | 0.08 | 3,654 | +Inf | 06-30-2021 | |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 1153 | $52,618 | 3,654 | 0.00 | 3,654 | +Inf | 12-31-2023 | |
CI INVESTMENTS INC | COM | 1154 | $57,000 | 3,628 | 0.00 | 0.00 | 2,195 | 153.18 | 03-31-2024 |