Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PURUS WEALTH MANAGEMENT LLC | CL B NEW | 4551 | $383,410 | 1,075 | 0.00 | 0.00 | 30 | 2.87 | 12-31-2023 |
FORTIS CAPITAL ADVISORS LLC | COM | 4552 | $451,638 | 1,074 | 0.00 | 1,074 | +Inf | 03-31-2024 | |
OXLER PRIVATE WEALTH LLC | CL B NEW | 4553 | $449,957 | 1,070 | 0.00 | 0.00 | -450 | -29.61 | 03-31-2024 |
CHARLES SCHWAB INVESTMENT ADVISORY INC | CL B NEW | 4554 | $381,283 | 1,069 | 0.00 | 0.00 | -10 | -0.93 | 12-31-2023 |