Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONARY WEALTH ADVISORS | COM | 851 | $482,314 | 22,237 | 0.00 | 0.00 | -205,346 | -90.23 | 03-31-2024 |
MOODY NATIONAL BANK TRUST DIVISION | COM | 852 | $481,627 | 22,205 | 0.00 | 0.00 | 1,145 | 5.44 | 03-31-2024 |
FORZA WEALTH MANAGEMENT LLC | COM | 853 | $479,631 | 22,113 | 0.00 | 0.00 | 395 | 1.82 | 03-31-2024 |
SUMMIT X LLC | COM | 854 | $478,352 | 22,052 | 0.00 | 0.00 | 2,342 | 11.88 | 03-31-2024 |