Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KENSINGTON INVESTMENT COUNSEL LLC | Stock | 2001 | $732,950 | 7,799 | 0.00 | 0.00 | -679 | -8.01 | 03-31-2024 |
POWER WEALTH MANAGEMENT LLC | CL B | 2002 | $731,165 | 7,780 | 0.00 | 0.00 | 2,079 | 36.47 | 03-31-2024 |
ADVISORY SERVICES & INVESTMENTS LLC | CL B | 2003 | $843,589 | 7,770 | 0.00 | 7,770 | +Inf | 12-31-2023 | |
DIAMANT ASSET MANAGEMENT INC | Stock | 2004 | $728,064 | 7,747 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |