Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDGESTREAM PARTNERS LP | COM | 151 | $895,783 | 15,568 | 0.00 | 15,568 | +Inf | 12-31-2023 | |
REDMONT WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,952 | 34.05 | 03-31-2024 |
EXCHANGE TRADED CONCEPTS LLC | COM | 153 | $883,555 | 15,401 | 0.00 | 0.00 | 978 | 6.78 | 03-31-2024 |
REDMONT WEALTH ADVISORS LLC | Stock | 154 | $874,329 | 15,240 | 0.00 | 15,240 | +Inf | 03-31-2024 |