Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGE PRIVATE WEALTH GROUP LLC | COM | 3951 | $5,000 | 308 | 0.01 | 308 | +Inf | 09-30-2022 | |
LEE FINANCIAL CO | COM | 3952 | $4,522 | 301 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
NVERSES CAPITAL LLC | COM | 3953 | $5,280 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
SOLSTEIN CAPITAL LLC | COM | 3954 | $4,506 | 300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |