Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOK FINANCIAL PRIVATE WEALTH INC | UNIT LTD PARTN | 601 | $9,615 | 635 | 0.00 | 635 | +Inf | 12-31-2023 | |
NEWEDGE ADVISORS LLC | Oil & Gas, Real Estate and REIT | 602 | $10,677 | 608 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | UNIT LTD PARTN | 603 | $10,536 | 600 | 0.00 | 600 | +Inf | 03-31-2024 | |
GPS WEALTH STRATEGIES GROUP LLC | Oil & Gas, Real Estate and REIT | 604 | $10,536 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |