Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AUSDAL FINANCIAL PARTNERS INC | COM | 1751 | $332,605 | 1,240 | 0.00 | 0.00 | -30 | -2.36 | 03-31-2024 |
AMUNDI | CS | 1752 | $331,656 | 1,236 | 0.00 | 1,236 | +Inf | 03-31-2024 | |
TYLER-STONE WEALTH MANAGEMENT | COM | 1753 | $331,120 | 1,234 | 0.00 | 0.00 | -14 | -1.12 | 03-31-2024 |
BURKE & HERBERT BANK & TRUST CO | COMMON | 1754 | $307,447 | 1,229 | 0.00 | 0.00 | -172 | -12.28 | 06-30-2023 |