Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $0 | 0 | 0.00 | 12,040 | +Inf | 03-31-2024 | |
AVANTAX ADVISORY SERVICES INC | COM NEW | 902 | $432,211 | 12,036 | 0.00 | 0.00 | 2,340 | 24.13 | 03-31-2024 |
SYMPHONY FINANCIAL LTD CO | COM NEW | Liquidated | $0 | 0 | 0.00 | 12,035 | +Inf | 03-31-2024 | |
TRUE PRIVATE WEALTH ADVISORS | COM NEW | 904 | $428,124 | 11,922 | 0.00 | 0.00 | -3 | -0.03 | 03-31-2024 |