Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | SH BEN INT | 751 | $34,046 | 346 | 0.00 | 0.00 | 2 | 0.58 | 03-31-2024 |
DT INVESTMENT PARTNERS LLC | SH BEN INT | 752 | $32,321 | 340 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PARALLEL ADVISORS LLC | REIT | 753 | $36,397 | 334 | 0.00 | 0.00 | 192 | 135.21 | 06-30-2023 |
FARTHER FINANCE ADVISORS LLC | REIT | 754 | $34,403 | 316 | 0.00 | 316 | +Inf | 06-30-2023 |