Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 951 | $122,426 | 1,628 | 0.00 | 1,628 | +Inf | 09-30-2022 | |
ELLEVEST INC | COM | Liquidated | $0 | 0 | 0.00 | 1,627 | +Inf | 03-31-2024 | |
SEELAUS ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.17 | -425 | -20.88 | 03-31-2024 |
49 WEALTH MANAGEMENT LLC | COM | 954 | $242,846 | 1,594 | 0.00 | 1,594 | +Inf | 12-31-2023 |