Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELLS FARGO & COMPANY/MN | CL A NEW | 151 | $111,936 | 28,483 | 0.00 | 0.00 | 2,091 | 7.92 | 03-31-2024 |
US BANCORP \DE\ | CL A NEW | 152 | $225,774 | 28,257 | 0.00 | 0.00 | -2,576 | -8.35 | 12-31-2023 |
CREATIVE PLANNING | CL A NEW | 153 | $213,388 | 26,707 | 0.00 | 0.00 | 939 | 3.64 | 12-31-2023 |
NEBULA RESEARCH & DEVELOPMENT LLC | CL A NEW | 154 | $102,518 | 26,086 | 0.00 | 26,086 | +Inf | 03-31-2024 |