Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 4351 | $35,592 | 1,236 | 0.00 | 1,236 | +Inf | 12-31-2023 | |
TURIM 21 INVESTIMENTOS LTDA | COM | 4352 | $35,412 | 1,230 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LIFE PLANNING PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.07 | 0 | 0.00 | 12-31-2023 |
TRIVANT CUSTOM PORTFOLIO GROUP LLC | PFE | 4354 | $33,300 | 1,200 | 0.00 | 1,200 | +Inf | 03-31-2024 |