Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WMG FINANCIAL ADVISORS LLC | COM CL A | 4601 | $288,569 | 1,034 | 0.00 | 1,034 | +Inf | 03-31-2024 | |
ECLECTIC ASSOCIATES INC /ADV | COM CL A | 4602 | $237,683 | 1,033 | 0.00 | 1,033 | +Inf | 09-30-2023 | |
CRABEL CAPITAL MANAGEMENT LLC | Com CL A | 4603 | $268,000 | 1,031 | 0.13 | 1,031 | +Inf | 12-31-2023 | |
YEOMANS CONSULTING GROUP INC | COM CL A | 4604 | $287,452 | 1,030 | 0.00 | 0.00 | 43 | 4.36 | 03-31-2024 |