Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASB CONSULTORES LLC | COM | 3151 | $220,918 | 899 | 0.00 | 0.00 | -1,325 | -59.58 | 12-31-2023 |
NARWHAL CAPITAL MANAGEMENT | COM | 3152 | $221,100 | 899 | 0.00 | 0.19 | -6,911 | -88.49 | 03-31-2024 |
LANTZ FINANCIAL LLC | COM | 3153 | $220,599 | 897 | 0.00 | 0.00 | -170 | -15.93 | 03-31-2024 |
TRUEWEALTH ADVISORS LLC | COM | 3154 | $220,425 | 896 | 0.00 | 0.00 | -91 | -9.22 | 03-31-2024 |