Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESCO LLC | COM | 1251 | $435,521 | 2,068 | 0.00 | 0.00 | -466 | -18.39 | 12-31-2023 |
PERSONAL CFO SOLUTIONS LLC | COM | 1252 | $435,581 | 2,068 | 0.00 | 0.00 | -211 | -9.26 | 12-31-2023 |
JEFFERIES GROUP LLC | COM | 1253 | $287,000 | 2,068 | 0.00 | 2,068 | +Inf | 09-30-2022 | |
INTEROCEAN CAPITAL GROUP LLC | Stock | 1254 | $412,653 | 2,061 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |