Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | Real Estate Investment Trust | 651 | $20,703 | 790 | 0.00 | 0.00 | 1 | 0.13 | 03-31-2024 |
WEST TOWER GROUP LLC | SH BEN INT | Liquidated | $0 | 0 | 0.00 | 789 | +Inf | 03-31-2024 | |
CORNERSTONE PLANNING GROUP LLC | REAL ESTATE INVESTME | Liquidated | $0 | 0 | 0.00 | 781 | +Inf | 12-31-2023 | |
QUENT CAPITAL LLC | REIT | 654 | $21,779 | 757 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |