Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TMD WEALTH MANAGEMENT LLC | CAP STK CL A | 4851 | $298,937 | 2,140 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLEAR INVESTMENT RESEARCH LLC | CAP STK CL A | 4852 | $322,839 | 2,139 | 0.00 | 0.00 | 33 | 1.57 | 03-31-2024 |
MARIPAU WEALTH MANAGEMENT LLC | CAP STK CL A | 4853 | $279,811 | 2,138 | 0.00 | 0.00 | -154 | -6.72 | 09-30-2023 |
PRESIDIO CAPITAL MANAGEMENT LLC | CAP STK CL A | 4854 | $298,238 | 2,135 | 0.00 | 0.00 | -238 | -10.03 | 12-31-2023 |