Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HB WEALTH MANAGEMENT LLC | COM | 551 | $618,918 | 10,355 | 0.00 | 0.00 | 4,328 | 71.81 | 03-31-2024 |
FINER WEALTH MANAGEMENT INC | COM | 552 | $617,424 | 10,330 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
APOLLON WEALTH MANAGEMENT LLC | COM | 553 | $606,678 | 10,150 | 0.00 | 0.00 | 470 | 4.86 | 03-31-2024 |
ADVISOR PARTNERS II LLC | COM | 554 | $590,181 | 10,149 | 0.00 | 0.00 | 1,831 | 22.01 | 09-30-2023 |