Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTSHULER SHAHAM LTD | COM | 2401 | $297,683 | 1,589 | 0.00 | 0.00 | -326 | -17.02 | 12-31-2023 |
LEGACY FINANCIAL STRATEGIES LLC | COM | 2402 | $360,885 | 1,585 | 0.00 | 0.00 | 18 | 1.15 | 03-31-2024 |
TRANSCEND CAPITAL ADVISORS LLC | Stock | 2403 | $296,769 | 1,584 | 0.00 | 0.00 | 61 | 4.01 | 12-31-2023 |
BOUCHEY FINANCIAL GROUP LTD | COM | 2404 | $360,661 | 1,584 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |