Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEYSTONE WEALTH SERVICES LLC | COM | 2051 | $241,512 | 249 | 0.00 | 249 | +Inf | 03-31-2024 | |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $239,978 | 247 | 0.00 | 0.00 | -142 | -36.50 | 03-31-2024 |
WBI INVESTMENTS LLC | COM | 2053 | $238,990 | 246 | 0.00 | 246 | +Inf | 03-31-2024 | |
JOURNEY ADVISORY GROUP LLC | COM | 2054 | $238,093 | 245 | 0.00 | 245 | +Inf | 03-31-2024 |