Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 2101 | $2,430 | 112 | 0.00 | 112 | +Inf | 03-31-2024 | |
MIZUHO SECURITIES CO LTD | COM | 2102 | $5,000 | 111 | 0.00 | 0.00 | -2 | -1.77 | 09-30-2021 |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 2103 | $2,386 | 110 | 0.00 | 110 | +Inf | 03-31-2024 | |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 2104 | $2,321 | 107 | 0.00 | 0.00 | 40 | 59.70 | 03-31-2024 |