Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RWA WEALTH PARTNERS LLC | COM | 501 | $540,947 | 26,158 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEO IVY CAPITAL MANAGEMENT | Stock | 502 | $446,000 | 26,126 | 0.45 | 26,126 | +Inf | 06-30-2021 | |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $533,668 | 25,806 | 0.00 | 0.00 | 10,722 | 71.08 | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | REIT | 504 | $529,325 | 25,596 | 0.00 | 0.00 | 9,420 | 58.23 | 03-31-2024 |