Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CURATED WEALTH PARTNERS LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -96 | -5.65 | 03-31-2024 |
WMS PARTNERS LLC | CL A | 4102 | $567,044 | 1,602 | 0.00 | 0.00 | -1,117 | -41.08 | 12-31-2023 |
GATEWAY WEALTH PARTNERS LLC | CL A | 4103 | $566,691 | 1,601 | 0.00 | 0.00 | -73 | -4.36 | 12-31-2023 |
SEED WEALTH MANAGEMENT INC | CL A | 4104 | $480,336 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |