Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | ISHARES BIOTECH | 1701 | $114,507 | 852 | 0.00 | 0.00 | -263 | -23.59 | 03-31-2024 |
LEJEUNE PUETZ INVESTMENT COUNSEL LLC | Equity | 1702 | $107,203 | 830 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
ROWLAND & CO INVESTMENT COUNSEL/ADV | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SHEETS SMITH WEALTH MANAGEMENT | ISHARES BIOTECH | Liquidated | $0 | 0 | 0.00 | 824 | +Inf | 12-31-2023 |