Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAM HEWINS LLC | COM | 1251 | $1,336,701 | 17,362 | 0.00 | 0.00 | 4,133 | 31.24 | 03-31-2024 |
626 FINANCIAL LLC | COM | 1252 | $1,334,775 | 17,337 | 0.00 | 0.00 | -1,000 | -5.45 | 03-31-2024 |
AMUNDI | CS | 1253 | $1,334,083 | 17,328 | 0.00 | 17,328 | +Inf | 03-31-2024 | |
NEW INSIGHT WEALTH ADVISORS | COM | 1254 | $1,060,420 | 17,223 | 0.00 | 17,223 | +Inf | 12-31-2023 |