Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO LLC | COM | 701 | $30,000 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JONES FINANCIAL COMPANIES LLLP | COM | 702 | $26,695 | 490 | 0.00 | 0.00 | 35 | 7.69 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 703 | $25,972 | 487 | 0.00 | 487 | +Inf | 03-31-2024 | |
TRUVESTMENTS CAPITAL LLC | COM | 704 | $22,248 | 415 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |