Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNIQUE WEALTH LLC | CAP STK CL A | 3151 | $2,005,749 | 13,299 | 0.00 | 0.00 | 4,130 | 45.04 | 03-31-2024 |
FORMIDABLE ASSET MANAGEMENT LLC | CAP STK CL A | 3152 | $1,857,179 | 13,295 | 0.00 | 13,295 | +Inf | 12-31-2023 | |
CORECAP ADVISORS LLC | CAP STK CL A | 3153 | $1,855,782 | 13,285 | 0.00 | 0.00 | 2,252 | 20.41 | 12-31-2023 |
CURATED WEALTH PARTNERS LLC | COM | 3154 | $1,999,824 | 13,250 | 0.00 | 13,250 | +Inf | 03-31-2024 |