Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
9258 WEALTH MANAGEMENT LLC | Stock | Liquidated | $51,026 | 11,264 | 0.00 | 0.00 | 11,264 | +Inf | 03-31-2024 |
NVERSES CAPITAL LLC | COM NEW | 252 | $50,736 | 11,200 | 0.00 | 11,200 | +Inf | 03-31-2024 | |
LAUREL WEALTH ADVISORS LLC | COM NEW | 253 | $48,138 | 10,627 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CETERA ADVISORS LLC | COM NEW | 254 | $37,980 | 10,434 | 0.00 | 0.00 | -54 | -0.51 | 12-31-2023 |