Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AIA GROUP LTD | COM NEW | 1251 | $222,200 | 2,993 | 0.00 | 0.00 | -855 | -22.22 | 06-30-2024 |
WESTPAC BANKING CORP | COM NEW | 1252 | $233,103 | 2,982 | 0.00 | 0.00 | -4,963 | -62.47 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 1253 | $162,000 | 2,963 | 0.03 | 0.01 | 1,850 | 166.22 | 09-30-2021 |
INTELLIGENCE DRIVEN ADVISERS LLC | COM NEW | 1254 | $219,453 | 2,956 | 0.00 | 0.00 | 320 | 12.14 | 06-30-2024 |