Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,515 | -70.14 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | Stock | 352 | $9,741 | 605 | 0.00 | 605 | +Inf | 03-31-2024 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $9,660 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 354 | $11,000 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |