Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANQUE CANTONALE VAUDOISE | COM | 1151 | $685,000 | 8,429 | 0.03 | 0.04 | -4,461 | -34.61 | 03-31-2024 |
BLUESTEIN R H & CO LLC | COM | 1152 | $592,000 | 8,375 | 0.04 | 0.04 | -200 | -2.33 | 09-30-2022 |
ALTAVISTA WEALTH MANAGEMENT INC | COM | 1153 | $656,000 | 8,363 | 0.15 | 0.15 | -440 | -5.00 | 09-30-2021 |
MEEDER ADVISORY SERVICES INC | COM | 1154 | $678,807 | 8,362 | 0.00 | 0.00 | 141 | 1.72 | 03-31-2024 |