Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABLE WEALTH MANAGEMENT LLC | Stock | 4151 | $75,485 | 129 | 0.00 | 129 | +Inf | 12-31-2023 | |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | 4152 | $97,744 | 126 | 0.00 | 126 | +Inf | 03-31-2024 | |
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 4153 | $72,866 | 125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
E FUND MANAGEMENT (HONG KONG) CO LTD | COM | 4154 | $94,000 | 121 | 0.06 | 121 | +Inf | 03-31-2024 |