Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EXANE DERIVATIVES | STOCK | 951 | $86,490 | 219 | 0.00 | 0.00 | -24 | -9.88 | 06-30-2022 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 952 | $105,000 | 189 | 0.02 | 0.02 | -2 | -1.05 | 06-30-2021 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 954 | $0 | 185 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |