Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANE STREET GROUP LLC | COM | 251 | $647,000 | 51,982 | 0.00 | 0.00 | 15,890 | 44.03 | 03-31-2022 |
CREATIVE PLANNING | COM | 252 | $690,392 | 50,137 | 0.00 | 0.00 | -1,499 | -2.90 | 12-31-2023 |
ANCORA ADVISORS LLC | COM | 253 | $524,384 | 48,599 | 0.00 | 0.00 | -2,000 | -3.95 | 09-30-2023 |
MBA ADVISORS LLC | COM | 254 | $662,390 | 46,978 | 0.00 | 0.00 | -224 | -0.47 | 03-31-2024 |