Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 451 | $124,391 | 38,631 | 0.00 | 0.00 | -65,406 | -62.87 | 03-31-2024 |
AQUATIC CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.02 | 38,100 | +Inf | 03-31-2024 | |
WEALTHPLAN PARTNERS LLC | COM | 453 | $122,630 | 38,084 | 0.00 | 38,084 | +Inf | 03-31-2024 | |
HEROLD ADVISORS INC | COM | 454 | $118,198 | 36,705 | 0.00 | 0.00 | -6,360 | -14.77 | 03-31-2024 |