Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 61 | +Inf | 12-31-2023 | |
WESLEYAN ASSURANCE SOCIETY | COM | 1552 | $24,000 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DISCIPLINA CAPITAL MANAGEMENT LLC | EQTY | 1553 | $16,544 | 57 | 0.00 | 57 | +Inf | 12-31-2020 | |
CAITLIN JOHN LLC | COM | 1554 | $21,871 | 56 | 0.00 | 56 | +Inf | 12-31-2023 |