Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DELOS WEALTH ADVISORS LLC | COM | 3851 | $23,717 | 47 | 0.00 | 0.00 | 45 | 2250.00 | 03-31-2024 |
KB FINANCIAL PARTNERS LLC | COM | 3852 | $24,000 | 47 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2023 |
AVION WEALTH | COM | 3853 | $24,000 | 47 | 0.01 | 0.01 | 1 | 2.17 | 03-31-2024 |
SUMITOMO MITSUI FINANCIAL GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 45 | +Inf | 12-31-2023 |