Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 601 | $12,366 | 877 | 0.00 | 877 | +Inf | 03-31-2024 | |
HARBOUR INVESTMENTS INC | COM | 602 | $11,939 | 867 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,638 | -92.49 | 12-31-2023 |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | 604 | $9,280 | 658 | 0.00 | 658 | +Inf | 03-31-2024 |