Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMICHAEL HILL & ASSOCIATES INC | COM | 251 | $37,019 | 3,064 | 0.00 | 0.00 | 48 | 1.59 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | EX TRD EQ FD | Liquidated | $36,240 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | EX TRD EQ FD | 253 | $37,000 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BARTLETT & CO WEALTH MANAGEMENT LLC | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |