Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRANKLIN RESOURCES INC | ISHARES BIOTECH | 401 | $2,566,975 | 18,707 | 0.00 | 0.00 | -1,062 | -5.37 | 03-31-2024 |
COMERICA BANK | COMMON | 402 | $2,556,298 | 18,629 | 0.00 | 0.00 | -437 | -2.29 | 03-31-2024 |
INTEROCEAN CAPITAL GROUP LLC | ETF | 403 | $2,549,273 | 18,578 | 0.00 | 0.00 | -9,638 | -34.16 | 03-31-2024 |
PURSUE WEALTH PARTNERS LLC | ISHARES BIOTECH | 404 | $2,515,517 | 18,332 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |