Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST FAMILY INVESTMENTS INC | COM | 1751 | $438,639 | 1,031 | 0.00 | 0.00 | 11 | 1.08 | 03-31-2024 |
SAGE MOUNTAIN ADVISORS LLC | COM | 1752 | $438,218 | 1,030 | 0.00 | 0.00 | 189 | 22.47 | 03-31-2024 |
GEN-WEALTH PARTNERS INC | Stock | 1753 | $436,950 | 1,027 | 0.00 | 1,027 | +Inf | 03-31-2024 | |
ABBREA CAPITAL LLC | COM | 1754 | $437,000 | 1,027 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2024 |