Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JUPITER WEALTH MANAGEMENT LLC | - | 1851 | $281,189 | 1,705 | 0.00 | 1,705 | +Inf | 03-31-2024 | |
ANGELES WEALTH MANAGEMENT LLC | CL A | 1852 | $287,995 | 1,702 | 0.00 | 0.00 | 118 | 7.45 | 03-31-2024 |
DODGE & COX | CL A | 1853 | $335,529 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COLONIAL RIVER WEALTH MANAGEMENT LLC | CL A | 1854 | $334,740 | 1,696 | 0.00 | 1,696 | +Inf | 12-31-2023 |