Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERSONAL CFO SOLUTIONS LLC | SHS - A - | 851 | $591,325 | 6,219 | 0.00 | 0.00 | -852 | -12.05 | 12-31-2023 |
ARCHFORD CAPITAL STRATEGIES LLC | SHS - A - | 852 | $636,056 | 6,219 | 0.00 | 6,219 | +Inf | 03-31-2024 | |
NAPATREE CAPITAL LLC | SHS - A - | 853 | $621,114 | 6,213 | 0.00 | 0.00 | -190 | -2.97 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | SHS - A - | 854 | $568,367 | 6,189 | 0.00 | 0.00 | 42 | 0.68 | 06-30-2023 |