Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SACHETTA LLC | COM | 1201 | $5,628 | 84 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | Stock | 1202 | $6,547 | 83 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 1203 | $4,705 | 82 | 0.00 | 82 | +Inf | 06-30-2023 | |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | COM | 1204 | $6,311 | 80 | 0.00 | 80 | +Inf | 03-31-2024 |