Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTOVER CAPITAL ADVISORS LLC | COM | 1551 | $678,814 | 2,302 | 0.00 | 0.00 | 65 | 2.91 | 12-31-2023 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | STOCK | 1552 | $653,499 | 2,300 | 0.00 | 0.00 | 2,000 | 666.67 | 03-31-2024 |
BKA WEALTH CONSULTING INC | COM | 1553 | $450,319 | 2,291 | 0.00 | 2,291 | +Inf | 03-31-2023 | |
XTX TOPCO LTD | COM | 1554 | $672,326 | 2,280 | 0.00 | 0.00 | -916 | -28.66 | 12-31-2023 |