Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTSIDE WEALTH GROUP LLC | COM | 751 | $536,719 | 3,211 | 0.00 | 0.00 | 55 | 1.74 | 03-31-2024 |
AXQ CAPITAL LP | COM | 752 | $525,760 | 3,200 | 0.00 | 3,200 | +Inf | 12-31-2023 | |
BRANDYWINE OAK PRIVATE WEALTH LLC | COM | 753 | $534,656 | 3,200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CI INVESTMENTS INC | COM | 754 | $523,000 | 3,184 | 0.00 | 0.00 | 255 | 8.71 | 12-31-2023 |