Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 31 | 4.37 | 03-31-2024 |
WESTPAC BANKING CORP | CL A | 1252 | $44,701 | 731 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOCUSED WEALTH MANAGEMENT INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IFP ADVISORS INC | cs | 1254 | $52,577 | 693 | 0.00 | 0.00 | -230 | -24.92 | 12-31-2023 |