Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLADIUS CAPITAL MANAGEMENT LP | CL B | 452 | $35,868 | 993 | 0.00 | 0.00 | 43 | 4.53 | 03-31-2024 |
PRINCIPAL SECURITIES INC | CL B | 453 | $35,831 | 992 | 0.00 | 0.00 | 271 | 37.59 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | CL B | 454 | $30,000 | 902 | 0.00 | 902 | +Inf | 09-30-2022 |