Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | CL A | 1451 | $45,920 | 158 | 0.00 | 0.00 | -3 | -1.86 | 03-31-2024 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | CL A | 1452 | $114,000 | 158 | 0.06 | 0.04 | 0 | 0.00 | 06-30-2021 |
SHELL ASSET MANAGEMENT CO | CL A | 1453 | $44,000 | 151 | 0.00 | 0.02 | -1,025 | -87.16 | 03-31-2024 |
ROSENBERG MATTHEW HAMILTON | Stock | 1454 | $62,015 | 141 | 0.00 | 0.00 | 24 | 20.51 | 09-30-2023 |