Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MMBG INVESTMENT ADVISORS CO | COM | 1301 | $346,143 | 677 | 0.00 | 0.00 | 17 | 2.58 | 12-31-2023 |
VANGUARD CAPITAL WEALTH ADVISORS | COM | 1302 | $345,121 | 675 | 0.00 | 0.00 | -25 | -3.57 | 12-31-2023 |
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | COM | 1303 | $255,492 | 675 | 0.00 | 0.00 | 25 | 3.85 | 06-30-2023 |
ELLEVEST INC | COM | 1304 | $345,121 | 675 | 0.00 | 0.00 | -62 | -8.41 | 12-31-2023 |