Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISHRIA BIRD FINANCIAL GROUP LLC | COM | 4551 | $378,000 | 1,887 | 0.16 | 0.16 | -40 | -2.08 | 03-31-2024 |
DENVER WEALTH MANAGEMENT INC | COM | 4552 | $377,843 | 1,886 | 0.00 | 0.00 | 9 | 0.48 | 03-31-2024 |
AZZAD ASSET MANAGEMENT INC /ADV | COM | Liquidated | $0 | 0 | 0.00 | 1,886 | +Inf | 12-31-2012 | |
FACET WEALTH INC | COM | 4554 | $262,128 | 1,885 | 0.00 | 1,885 | +Inf | 09-30-2023 |