Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMIGNAC GESTION | COM | 2201 | $405,190 | 1,000 | 0.00 | 0.00 | -250 | -20.00 | 06-30-2023 |
KJ HARRISON & PARTNERS INC | COM | 2202 | $410,740 | 1,000 | 0.00 | 0.00 | -20 | -1.96 | 03-31-2024 |
ABERDEEN WEALTH MANAGEMENT LLC | COM | 2203 | $408,514 | 995 | 0.00 | 0.00 | 1 | 0.10 | 03-31-2024 |
UNIVEST FINANCIAL CORP | COM | 2204 | $407,865 | 993 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |