Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 2101 | $88,947 | 190 | 0.00 | 190 | +Inf | 12-31-2023 | |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $0 | 0 | 0.00 | 190 | +Inf | 12-31-2022 | |
WEST PACES ADVISORS INC | Stock | 2103 | $87,595 | 183 | 0.00 | 0.00 | -4 | -2.14 | 03-31-2024 |
GOALVEST ADVISORY LLC | Stock | 2104 | $86,637 | 181 | 0.00 | 0.00 | -49 | -21.30 | 03-31-2024 |