Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
180 WEALTH ADVISORS LLC | SHS | 551 | $230,557 | 10,804 | 0.00 | 0.00 | -144 | -1.32 | 03-31-2023 |
DRIVE WEALTH MANAGEMENT LLC | SHS | 552 | $330,283 | 10,751 | 0.00 | 0.00 | 449 | 4.36 | 03-31-2024 |
SELECT ASSET MANAGEMENT & TRUST | COM | 553 | $332,000 | 10,750 | 0.16 | 0.15 | 0 | 0.00 | 12-31-2023 |
JGP GLOBAL GESTAO DE RECURSOS LTDA | Common Stock | Liquidated | $0 | 0 | 0.00 | 10,723 | +Inf | 12-31-2023 |