Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERMANENS CAPITAL LP | COM | 1951 | $477,720 | 2,000 | 0.00 | 0.10 | 0 | 0.00 | 12-31-2022 |
BOK FINANCIAL PRIVATE WEALTH INC | COM | 1952 | $468,740 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ALBION FINANCIAL GROUP /UT | COM | 1953 | $499,480 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ONE CHARLES PRIVATE WEALTH SERVICES LLC | COM | 1954 | $499,325 | 1,999 | 0.00 | 0.00 | -154 | -7.15 | 03-31-2024 |