Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE CHIP PARTNERS LLC | ORD SHS | Liquidated | $100,011 | 3,038 | 0.00 | 0.00 | 3,038 | +Inf | 03-31-2024 |
OSAIC HOLDINGS INC | ORD SHS | 352 | $88,351 | 2,431 | 0.00 | 0.00 | -854 | -26.00 | 12-31-2023 |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 353 | $79,008 | 2,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIMPLEX TRADING LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -703 | -22.77 | 12-31-2023 |