Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMICHAEL HILL & ASSOCIATES INC | CALL | 4651 | $407,511 | 2,700 | 0.00 | 0.00 | -7,500 | -73.53 | 03-31-2024 |
RHS FINANCIAL LLC | CAP STK CL A | 4652 | $377,023 | 2,699 | 0.00 | 0.00 | 412 | 18.01 | 12-31-2023 |
KELLETT WEALTH ADVISORS LLC | CAP STK CL A | 4653 | $405,700 | 2,688 | 0.00 | 0.00 | 130 | 5.08 | 03-31-2024 |
AVID WEALTH PARTNERS LLC | CAP STK CL A | 4654 | $374,649 | 2,682 | 0.00 | 2,682 | +Inf | 12-31-2023 |