Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVERA WEALTH ADVISORS LLC | COM | 3751 | $329,320 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
PINNACLE WEST ASSET MANAGEMENT INC | COM | 3752 | $269,000 | 2,000 | 0.26 | 2,000 | +Inf | 06-30-2023 | |
ENHANCING CAPITAL LLC | COM | 3753 | $278,000 | 2,000 | 0.34 | 0.29 | 0 | 0.00 | 09-30-2022 |
CONSILIUM WEALTH ADVISORY LLC | COM | 3754 | $364,199 | 2,000 | 0.00 | 0.00 | -1,261 | -38.67 | 03-31-2024 |