Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | REIT | 1101 | $81,000 | 1,443 | 0.05 | 0.03 | 660 | 84.29 | 03-31-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 1102 | $74,444 | 1,319 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RISE ADVISORS LLC | 0 | 1103 | $85,227 | 1,315 | 0.00 | 0.00 | 4 | 0.31 | 12-31-2023 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Common Stock | 1104 | $73,530 | 1,303 | 0.00 | 1,303 | +Inf | 03-31-2024 |