Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 234 | +Inf | 12-31-2023 | |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 502 | $7,814 | 194 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 503 | $7,492 | 186 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 504 | $6,344 | 157 | 0.00 | 0.00 | 29 | 22.66 | 03-31-2024 |