Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITADEL INVESTMENT ADVISORY INC | ABBV | 1851 | $2,885,000 | 15,844 | 1.63 | 1.53 | -235 | -1.46 | 03-31-2024 |
LINDENWOLD ADVISORS INC | COM | 1852 | $2,874,813 | 15,787 | 0.00 | 0.00 | -301 | -1.87 | 03-31-2024 |
WOLFF WIESE MAGANA LLC | COM | 1853 | $2,870,028 | 15,761 | 0.00 | 0.00 | -422 | -2.61 | 03-31-2024 |
SHEETS SMITH WEALTH MANAGEMENT | COM | 1854 | $2,440,683 | 15,749 | 0.00 | 0.00 | -502 | -3.09 | 12-31-2023 |