Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFE PLANNING PARTNERS INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.05 | 0 | 0.00 | 12-31-2023 |
FIRST UNITED BANK & TRUST | COM CL A | 5152 | $68,096 | 244 | 0.00 | 244 | +Inf | 03-31-2024 | |
STEPHENS CONSULTING LLC | COM CL A | 5153 | $62,892 | 242 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TURIM 21 INVESTIMENTOS LTDA | COM CL A | 5154 | $66,979 | 240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |