Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOX HILL WEALTH MANAGEMENT | COM | 3851 | $438,455 | 1,143 | 0.00 | 1,143 | +Inf | 03-31-2024 | |
ABACUS WEALTH PARTNERS LLC | COM | 3852 | $438,531 | 1,143 | 0.00 | 0.00 | 207 | 22.12 | 03-31-2024 |
DELTA INVESTMENT MANAGEMENT LLC | COM | 3853 | $315,000 | 1,143 | 0.14 | 0.10 | 42 | 3.81 | 09-30-2022 |
AHL INVESTMENT MANAGEMENT INC | COM | 3854 | $438,071 | 1,142 | 0.00 | 0.00 | -12 | -1.04 | 03-31-2024 |