Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SACHETTA LLC | SHS | 1801 | $34,283 | 244 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WETZEL INVESTMENT ADVISORS INC | TEL | 1802 | $33,434 | 238 | 0.00 | 0.03 | -81 | -25.39 | 03-31-2024 |
CREWE ADVISORS LLC | SHS | 1803 | $33,439 | 238 | 0.00 | 238 | +Inf | 12-31-2023 | |
NBC SECURITIES INC | Stock | 1804 | $33,000 | 230 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |