Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONECO ADVISORS LLC | COM | 1351 | $3,089,199 | 5,315 | 0.00 | 5,315 | +Inf | 03-31-2024 | |
COHEN INVESTMENT ADVISORS LLC | COM | 1352 | $3,088,550 | 5,314 | 0.00 | 0.00 | 816 | 18.14 | 03-31-2024 |
ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | COM | 1353 | $2,812,050 | 5,294 | 0.00 | 0.00 | -1,410 | -21.03 | 12-31-2023 |
BANK PICTET & CIE (ASIA) LTD | COM | 1354 | $2,808,941 | 5,292 | 0.00 | 0.00 | -630 | -10.64 | 12-31-2023 |