Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRADIENT INVESTMENTS LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WOLFF WIESE MAGANA LLC | SPONSORED ADR | 903 | $6,078 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
AVION WEALTH | SPONSORED ADR | 904 | $7,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |