Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL INVESTMENT ADVISORS INC | COM | 951 | $21,589 | 69 | 0.00 | 0.00 | -2 | -2.82 | 03-31-2024 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 952 | $20,651 | 66 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EXCHANGE TRADED CONCEPTS LLC | COM | 953 | $16,896 | 54 | 0.00 | 0.00 | -2,824 | -98.12 | 03-31-2024 |
REILLY FINANCIAL ADVISORS LLC | COM | 954 | $8,000 | 53 | 0.00 | 53 | +Inf | 12-31-2021 |