Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAM HEWINS LLC | COM | 901 | $245,042 | 1,648 | 0.00 | 1,648 | +Inf | 03-31-2024 | |
GLADIUS CAPITAL MANAGEMENT LP | COM | 902 | $194,157 | 1,644 | 0.00 | 0.01 | -452 | -21.56 | 12-31-2023 |
CONSOLIDATED PLANNING CORP | COM | 903 | $243,245 | 1,641 | 0.00 | 1,641 | +Inf | 03-31-2024 | |
CHECCHI CAPITAL ADVISERS LLC | COM | 904 | $242,949 | 1,639 | 0.00 | 1,639 | +Inf | 03-31-2024 |