Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEEDER ASSET MANAGEMENT INC | CL A | 1251 | $275,802 | 2,391 | 0.00 | 0.00 | -217 | -8.32 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 1252 | $160,000 | 2,389 | 0.02 | 2,389 | +Inf | 09-30-2022 | |
CURATED WEALTH PARTNERS LLC | COM | 1253 | $274,072 | 2,376 | 0.00 | 2,376 | +Inf | 03-31-2024 | |
EWA LLC | CL A | 1254 | $301,952 | 2,367 | 0.00 | 0.00 | 9 | 0.38 | 03-31-2024 |