Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TREASURE COAST FINANCIAL PLANNING | COM | 5551 | $830,478 | 4,843 | 0.00 | 0.00 | -673 | -12.20 | 03-31-2024 |
PASSIVE CAPITAL MANAGEMENT LLC | COM | 5552 | $795,818 | 4,826 | 0.00 | 4,826 | +Inf | 03-31-2023 | |
AVANT CAPITAL LLC | COM | 5553 | $826,152 | 4,825 | 0.00 | 0.00 | 147 | 3.14 | 09-30-2023 |
TKG ADVISORS LLC | COM | 5554 | $825,967 | 4,817 | 0.00 | 0.00 | 1,737 | 56.40 | 03-31-2024 |