Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $8,206 | 1,174 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 302 | $9,000 | 1,174 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OSAIC HOLDINGS INC | COM CL C | 303 | $7,138 | 974 | 0.00 | 0.00 | -816 | -45.59 | 12-31-2023 |
NEXT FINANCIAL GROUP INC | COM CL C | 304 | $14,000 | 973 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |