Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BETTERWEALTH LLC | COM | 2651 | $283,908 | 3,107 | 0.00 | 0.00 | 160 | 5.43 | 03-31-2024 |
WEALTHSTREAM ADVISORS INC | COM | 2652 | $297,896 | 3,103 | 0.00 | 3,103 | +Inf | 12-31-2023 | |
NEO IVY CAPITAL MANAGEMENT | Stock | 2653 | $346,000 | 3,095 | 0.35 | 3,095 | +Inf | 06-30-2021 | |
MONTEREY PRIVATE WEALTH INC | COM | 2654 | $282,876 | 3,095 | 0.00 | 0.00 | 14 | 0.45 | 03-31-2024 |