Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOISAND FITZGERALD TAMAYO LLC | SPONSORED ADR | 1651 | $23,454 | 346 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOK FINANCIAL PRIVATE WEALTH INC | SPONSORED ADR | 1652 | $22,743 | 338 | 0.00 | 0.00 | 170 | 101.19 | 12-31-2023 |
SUREVEST LLC | SPONSORED ADR | 1653 | $18,000 | 335 | 0.00 | 0.01 | 0 | 0.00 | 09-30-2022 |
CHERRY TREE WEALTH MANAGEMENT LLC | SPONSORED ADR | 1654 | $22,495 | 334 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |