Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITIGROUP INC | SHS | 251 | $146,863 | 8,105 | 0.00 | 0.00 | -16,328 | -66.83 | 03-31-2024 |
ICON WEALTH PARTNERS LLC | Stock | 252 | $150,001 | 7,748 | 0.00 | 0.03 | -1,408 | -15.38 | 03-31-2023 |
PICTET ASSET MANAGEMENT LTD | SHS | 253 | $950,000 | 7,643 | 0.00 | 0.00 | 4,543 | 146.55 | 06-30-2021 |
OSAIC HOLDINGS INC | SHS | 254 | $145,781 | 7,610 | 0.00 | 0.00 | -58,273 | -88.45 | 12-31-2023 |