Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPPELL ADVISORY SOLUTIONS LLC | PHM | 1151 | $91,904 | 890 | 0.00 | 890 | +Inf | 12-31-2023 | |
MV CAPITAL MANAGEMENT INC | COM | 1152 | $105,664 | 876 | 0.00 | 0.00 | 1 | 0.11 | 03-31-2024 |
KNUFF & CO LLC | COM | 1153 | $96,496 | 800 | 0.00 | 800 | +Inf | 03-31-2024 | |
SALOMON & LUDWIN LLC | COM | 1154 | $96,496 | 800 | 0.00 | 800 | +Inf | 03-31-2024 |