Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAVITER WEALTH LLC | COM | 1401 | $2,108,438 | 5,754 | 0.00 | 0.00 | -257 | -4.28 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 1402 | $2,101,842 | 5,736 | 0.00 | 0.00 | 72 | 1.27 | 03-31-2024 |
ALPHA DNA INVESTMENT MANAGEMENT LLC | COM | 1403 | $1,373,158 | 5,732 | 0.00 | 5,732 | +Inf | 12-31-2022 | |
PACIFIC WEALTH STRATEGIES GROUP INC | COM | 1404 | $2,096,346 | 5,721 | 0.00 | 0.00 | 186 | 3.36 | 03-31-2024 |