Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERPARK CAPITAL MANAGEMENT LLC | COM | 4501 | $2,772,728 | 16,176 | 0.00 | 0.00 | 577 | 3.70 | 03-31-2024 |
KEATING WEALTH MANAGEMENT LLC | COM | 4502 | $2,772,347 | 16,167 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONSTANT GUIDANCE FINANCIAL LLC | COM | 4503 | $2,742,029 | 16,162 | 0.00 | 0.00 | 4,428 | 37.74 | 03-31-2024 |
NINEPOINTTWO CAPITAL LLC | COM | 4504 | $2,766,000 | 16,157 | 1.13 | 1.21 | 0 | 0.00 | 09-30-2023 |