Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ITAU UNIBANCO HOLDING SA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -65 | -20.50 | 03-31-2024 |
SONORA INVESTMENT MANAGEMENT LLC | COM | 1302 | $60,000 | 250 | 0.01 | 250 | +Inf | 09-30-2021 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 66 | 37.50 | 12-31-2023 |
CONCORD WEALTH PARTNERS | COM | 1304 | $60,946 | 241 | 0.00 | 0.00 | -39 | -13.93 | 03-31-2024 |