Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRITONPOINT WEALTH LLC | COM | 2051 | $1,552,950 | 2,546 | 0.00 | 0.00 | -350 | -12.09 | 03-31-2024 |
LEO WEALTH LLC | COM | 2052 | $1,501,779 | 2,546 | 0.00 | 2,546 | +Inf | 12-31-2023 | |
STRATEGY ASSET MANAGERS LLC | COM | 2053 | $1,274,620 | 2,526 | 0.00 | 0.00 | 1,299 | 105.87 | 03-31-2024 |
SYMMETRY PARTNERS LLC | COM | 2054 | $1,273,000 | 2,523 | 0.10 | 0.09 | -583 | -18.77 | 03-31-2024 |