Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCULATI WEALTH MANAGEMENT LLC | COM | 1601 | $1,621,350 | 56,316 | 0.00 | 0.00 | -6,045 | -9.69 | 12-31-2023 |
QTRON INVESTMENTS LLC | COM | 1602 | $1,619,754 | 56,261 | 0.00 | 0.00 | 16,993 | 43.27 | 12-31-2023 |
MINOT WEALTH MANAGEMENT LLC | COM | 1603 | $2,912,000 | 56,253 | 0.63 | 0.53 | -915 | -1.60 | 03-31-2022 |
PREMIER PATH WEALTH PARTNERS LLC | COM | 1604 | $1,557,168 | 56,176 | 0.00 | 0.00 | 10,431 | 22.80 | 03-31-2024 |