Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC | Stock | 1701 | $2,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FRANK RIMERMAN ADVISORS LLC | COM | 1702 | $2,639 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
PSAGOT VALUE HOLDINGS LTD / (ISRAEL) | COM | 1703 | $2,000 | 50 | 0.00 | 50 | +Inf | 12-31-2023 | |
TRIFECTA CAPITAL ADVISORS LLC | COM | 1704 | $2,481 | 47 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |