Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JACOBI CAPITAL MANAGEMENT LLC | COM | 551 | $369,595 | 12,937 | 0.00 | 0.00 | 20 | 0.15 | 12-31-2023 |
WATERWAY WEALTH MANAGEMENT LLC | Stock | 552 | $363,669 | 12,765 | 0.00 | 12,765 | +Inf | 03-31-2024 | |
WATERWAY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 12,702 | +Inf | 03-31-2024 | |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $360,696 | 12,625 | 0.00 | 0.00 | 12,625 | +Inf | 12-31-2023 |