Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CINCTIVE CAPITAL MANAGEMENT LP | COM | 3051 | $462,285 | 5,120 | 0.00 | 0.00 | -16,104 | -75.88 | 12-31-2023 |
EVOLUTION WEALTH ADVISORS LLC | COM | 3052 | $625,396 | 5,111 | 0.00 | 0.00 | -2,331 | -31.32 | 03-31-2024 |
GELLER ADVISORS LLC | COM | 3053 | $414,003 | 5,108 | 0.00 | 0.00 | -737 | -12.61 | 09-30-2023 |
PERSONAL CFO SOLUTIONS LLC | COM | 3054 | $461,156 | 5,107 | 0.00 | 0.00 | -661 | -11.46 | 12-31-2023 |