Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TIAA TRUST NATIONAL ASSOCIATION | Common / Ordinary Stock | 901 | $472,127 | 15,623 | 0.00 | 0.00 | -1,981 | -11.25 | 03-31-2024 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | STOCK | 902 | $471,432 | 15,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 903 | $469,377 | 15,532 | 0.00 | 0.00 | 1,846 | 13.49 | 03-31-2024 |
CONCENTRIC WEALTH MANAGEMENT LLC | COM | 904 | $507,000 | 15,472 | 0.17 | 0.16 | -225 | -1.43 | 06-30-2022 |