Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLIENT FIRST INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,000 | +Inf | 03-31-2024 | |
WEALTHSTREET INVESTMENT ADVISORS LLC | COM | 3752 | $198,000 | 4,000 | 5.33 | 5.08 | 0 | 0.00 | 03-31-2022 |
LONGITUDE (CAYMAN) LTD | COM | 3753 | $201,000 | 4,000 | 0.00 | 4,000 | +Inf | 12-31-2023 | |
ALERA INVESTMENT ADVISORS LLC | Stock | 3754 | $200,699 | 3,994 | 0.00 | 3,994 | +Inf | 12-31-2023 |