Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $68,060 | 1,237 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 702 | $72,000 | 1,237 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RIVERPARK ADVISORS LLC | CL A | 703 | $64,098 | 1,165 | 0.00 | 0.00 | 718 | 160.63 | 03-31-2024 |
VAN ECK ASSOCIATES CORP | CL A | Liquidated | $0 | 0 | 0.00 | 1,164 | +Inf | 12-31-2023 |