Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS PRIVATE WEALTH MANAGEMENT LLC | Stock | 2351 | $3,596,287 | 8,552 | 0.00 | 0.00 | 1,362 | 18.94 | 03-31-2024 |
JSF FINANCIAL LLC | CL B NEW | 2352 | $3,043,023 | 8,532 | 0.00 | 0.00 | 13 | 0.15 | 12-31-2023 |
MACRO CONSULTING GROUP | CL B NEW | 2353 | $2,368,000 | 8,522 | 1.22 | 1.22 | -332 | -3.75 | 06-30-2021 |
AVAII WEALTH MANAGEMENT LLC | CL B NEW | 2354 | $3,578,103 | 8,509 | 0.00 | 0.00 | 7,520 | 760.36 | 03-31-2024 |