Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIAMANT ASSET MANAGEMENT INC | Stock | 801 | $538,050 | 5,925 | 0.00 | 0.00 | -190 | -3.11 | 03-31-2024 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | 802 | $533,004 | 5,901 | 0.00 | 0.01 | -513,127 | -98.86 | 03-31-2024 |
SIEMENS FONDS INVEST GMBH | COM | 803 | $533,084 | 5,860 | 0.00 | 0.00 | 888 | 17.86 | 12-31-2023 |
UNITED BANK | COMMON STOCK | 804 | $532,175 | 5,850 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |