Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AARON WEALTH ADVISORS LLC | CL A | 1351 | $204,835 | 751 | 0.00 | 751 | +Inf | 03-31-2024 | |
PALUMBO WEALTH MANAGEMENT LLC | CL A | 1352 | $204,017 | 748 | 0.00 | 748 | +Inf | 03-31-2024 | |
ELLEVEST INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -216 | -22.41 | 03-31-2024 |
OPAL WEALTH ADVISORS LLC | CL A | 1354 | $202,381 | 742 | 0.00 | 742 | +Inf | 03-31-2024 |