Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GEN-WEALTH PARTNERS INC | Stock | 1251 | $177,362 | 2,420 | 0.00 | 2,420 | +Inf | 03-31-2024 | |
PENSERRA CAPITAL MANAGEMENT LLC | CL A | 1252 | $173,000 | 2,367 | 0.00 | 0.01 | -2,195 | -48.11 | 03-31-2024 |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 1253 | $172,666 | 2,356 | 0.00 | 0.00 | -518 | -18.02 | 03-31-2024 |
FARMERS & MERCHANTS INVESTMENTS INC | CL A | 1254 | $152,820 | 2,341 | 0.00 | 0.00 | -419 | -15.18 | 06-30-2023 |