Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AM INVESTMENT STRATEGIES LLC | COM | 251 | $586,000 | 30,600 | 0.15 | 30,600 | +Inf | 03-31-2024 | |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 252 | $787,141 | 30,078 | 0.00 | 0.00 | 7,602 | 33.82 | 12-31-2023 |
VOYA INVESTMENT MANAGEMENT LLC | COM | 253 | $783,844 | 29,952 | 0.00 | 0.00 | 1,044 | 3.61 | 12-31-2023 |
AMERITAS INVESTMENT PARTNERS INC | COM | 254 | $781,750 | 29,872 | 0.00 | 0.00 | -230 | -0.76 | 12-31-2023 |