Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS INVESTMENT PARTNERS INC | COM | 251 | $179,669 | 8,463 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TEN CAPITAL WEALTH ADVISORS LLC | Stock | 252 | $136,000 | 7,790 | 0.04 | 7,790 | +Inf | 06-30-2023 | |
US BANCORP \DE\ | COM | 253 | $145,886 | 7,727 | 0.00 | 0.00 | 101 | 1.32 | 12-31-2023 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 6,627 | +Inf | 03-31-2024 |