Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOA WEALTH ADVISORS LLC | Stock | 2201 | $7,866 | 93 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAITLIN JOHN LLC | CL A | 2202 | $7,194 | 93 | 0.00 | 93 | +Inf | 12-31-2023 | |
BLUE TRUST INC | CL A | 2203 | $7,866 | 93 | 0.00 | 0.00 | -808 | -89.68 | 03-31-2024 |
MACROVIEW INVESTMENT MANAGEMENT LLC | CL A | 2204 | $7,866 | 93 | 0.00 | 0.00 | -2 | -2.11 | 03-31-2024 |