Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LM ADVISORS LLC | ETF | 701 | $978,000 | 7,997 | 0.16 | 7,997 | +Inf | 03-31-2024 | |
WEDBUSH SECURITIES INC | COM | 702 | $1,081,000 | 7,957 | 0.05 | 0.05 | 461 | 6.15 | 12-31-2023 |
SUMITOMO MITSUI FINANCIAL GROUP INC | ISHARES BIOTECH | 703 | $1,088,292 | 7,931 | 0.00 | 0.00 | -1,366 | -14.69 | 03-31-2024 |
MAIN STREET FINANCIAL SOLUTIONS LLC | ISHARES BIOTECH | 704 | $1,073,412 | 7,901 | 0.00 | 0.00 | 18 | 0.23 | 12-31-2023 |