Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAKE POINT WEALTH MANAGEMENT | COM | 4151 | $12,000 | 327 | 0.01 | 0.01 | 2 | 0.62 | 06-30-2022 |
ANTONETTI CAPITAL MANAGEMENT LLC | COM | 4152 | $11,448 | 322 | 0.00 | 0.00 | -309 | -48.97 | 09-30-2023 |
KAPITALO INVESTIMENTOS LTDA | COM | 4153 | $14,824 | 295 | 0.00 | 0.00 | -9,005 | -96.83 | 12-31-2023 |
STRATEGIC ASSET MANAGEMENT LLC | COM | 4154 | $7,000 | 281 | 0.01 | 0.02 | 1 | 0.36 | 09-30-2022 |