Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRINITY LEGACY PARTNERS LLC | COM | 1701 | $224,988 | 647 | 0.00 | 647 | +Inf | 09-30-2023 | |
FUTURE FUND LLC | COM | 1702 | $270,034 | 646 | 0.00 | 0.00 | -314 | -32.71 | 03-31-2024 |
RATIONAL ADVISORS LLC | COM | 1703 | $222,901 | 641 | 0.00 | 0.00 | 259 | 67.80 | 09-30-2023 |
OUTLOOK WEALTH ADVISORS LLC | COM | 1704 | $262,928 | 629 | 0.00 | 629 | +Inf | 03-31-2024 |