Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMALGAMATED BANK | COM | 151 | $845,000 | 57,657 | 0.01 | 0.01 | -10,711 | -15.67 | 03-31-2024 |
ECHO STREET CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.01 | 56,514 | +Inf | 12-31-2023 | |
CREATIVE PLANNING | COM | 153 | $763,103 | 55,987 | 0.00 | 0.00 | 10,400 | 22.81 | 12-31-2023 |
INDEXIQ ADVISORS LLC | COM | 154 | $931,000 | 55,717 | 0.03 | 0.03 | -3,340 | -5.66 | 03-31-2022 |