Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LVW ADVISORS LLC | COM NEW | 2051 | $210,294 | 615 | 0.00 | 0.06 | -497 | -44.69 | 06-30-2023 |
TRAVEKA WEALTH LLC | COM NEW | 2052 | $244,642 | 613 | 0.00 | 613 | +Inf | 03-31-2024 | |
SOUTHERN CAPITAL ADVISORS LLC | COM NEW | 2053 | $244,642 | 613 | 0.00 | 613 | +Inf | 03-31-2024 | |
SEVEN MILE ADVISORY | Stock | 2054 | $244,243 | 612 | 0.00 | 0.00 | 8 | 1.32 | 03-31-2024 |