Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOURNEY ADVISORY GROUP LLC | COM CL A | 201 | $232,103 | 12,711 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | Common Stock | 202 | $185,987 | 12,236 | 0.00 | 12,236 | +Inf | 03-31-2023 | |
INDEXIQ ADVISORS LLC | COM CL A | 203 | $389,000 | 12,005 | 0.01 | 12,005 | +Inf | 03-31-2022 | |
RESURGENT FINANCIAL ADVISORS LLC | COM CL A | 204 | $216,198 | 11,840 | 0.00 | 0.00 | 520 | 4.59 | 03-31-2024 |