Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRITY FINANCIAL CORP /WA | ISHARES BIOTECH | 1901 | $39,657 | 289 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | Equity ETF | 1902 | $39,000 | 282 | 0.01 | 0.00 | 146 | 107.35 | 03-31-2024 |
TRIFECTA CAPITAL ADVISORS LLC | ISHARES BIOTECH | 1903 | $37,736 | 275 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VIMA LLC | ETF | 1904 | $34,977 | 271 | 0.00 | 0.00 | 269 | 13450.00 | 03-31-2024 |