Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUGGENHEIM CAPITAL LLC | SHS | 501 | $404,736 | 13,175 | 0.00 | 13,175 | +Inf | 03-31-2024 | |
SEED WEALTH MANAGEMENT INC | SHS | 502 | $323,778 | 13,135 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SIVIA CAPITAL PARTNERS LLC | SHS | 503 | $403,863 | 13,070 | 0.00 | 13,070 | +Inf | 12-31-2023 | |
COLDSTREAM CAPITAL MANAGEMENT INC | SHS | 504 | $403,122 | 13,046 | 0.00 | 13,046 | +Inf | 12-31-2023 |