Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGH NET WORTH ADVISORY GROUP LLC | CL A | 1651 | $458,205 | 2,321 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HENNION & WALSH ASSET MANAGEMENT INC | CL A | 1652 | $391,721 | 2,315 | 0.00 | 0.00 | 984 | 73.93 | 03-31-2024 |
&PARTNERS | CL A | 1653 | $398,663 | 2,312 | 0.00 | 2,312 | +Inf | 03-31-2024 | |
AVIDIAN WEALTH SOLUTIONS LLC | CL A | 1654 | $390,242 | 2,306 | 0.00 | 0.00 | 392 | 20.48 | 03-31-2024 |