Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE WEALTH STRATEGIES LLC | COM | 1951 | $646,598 | 8,127 | 0.00 | 0.00 | 596 | 7.91 | 03-31-2024 |
MATHER GROUP LLC | COM | 1952 | $638,371 | 8,085 | 0.00 | 0.00 | 2,181 | 36.94 | 12-31-2023 |
OVERSEA-CHINESE BANKING CORP LTD | COM | 1953 | $563,447 | 8,070 | 0.00 | 0.00 | 1,111 | 15.96 | 09-30-2023 |
INSIGHT FOLIOS INC | COM | 1954 | $643,519 | 8,068 | 0.00 | 0.00 | 345 | 4.47 | 03-31-2024 |