Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PSAGOT VALUE HOLDINGS LTD / (ISRAEL) | CL B | 3351 | $141,000 | 1,300 | 0.06 | 0.06 | 0 | 0.00 | 12-31-2023 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | 3352 | $139,177 | 1,261 | 0.00 | 0.00 | -110 | -8.02 | 06-30-2023 |
ATLAS CAPITAL ADVISORS LLC | Equity | 3353 | $135,386 | 1,247 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BLUE CHIP PARTNERS LLC | CL B | 3354 | $115,615 | 1,230 | 0.00 | 0.00 | -371 | -23.17 | 03-31-2024 |