Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SACHETTA LLC | COM | 2901 | $165,840 | 1,517 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 2902 | $159,105 | 1,500 | 0.00 | 1,500 | +Inf | 03-31-2024 | |
LGT FINANCIAL ADVISORS LLC | COM | 2903 | $159,105 | 1,500 | 0.00 | 0.00 | -51 | -3.29 | 03-31-2024 |
COPELAND CAPITAL MANAGEMENT LLC | COM | 2904 | $159,105 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |