Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELEVATUS WELATH MANAGEMENT | COM | 4101 | $340,845 | 889 | 0.00 | 0.00 | -45 | -4.82 | 03-31-2024 |
RETIREMENT PLANNING GROUP LLC | COM | 4102 | $340,801 | 888 | 0.00 | 888 | +Inf | 03-31-2024 | |
MOTIVE WEALTH ADVISORS | COM | 4103 | $340,253 | 887 | 0.00 | 887 | +Inf | 03-31-2024 | |
ALETHEIAN WEALTH ADVISORS LLC | COM | 4104 | $339,870 | 886 | 0.00 | 0.00 | -40 | -4.32 | 03-31-2024 |