Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACORNS ADVISERS LLC | COM | 2451 | $452,000 | 2,504 | 0.01 | 2,504 | +Inf | 03-31-2024 | |
SOLTIS INVESTMENT ADVISORS LLC | COM | 2452 | $451,392 | 2,501 | 0.00 | 0.00 | -9,054 | -78.36 | 03-31-2024 |
MITSUBISHI UFJ ASSET MANAGEMENT (UK) LTD | COM | 2453 | $451,000 | 2,500 | 0.23 | 2,500 | +Inf | 03-31-2024 | |
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | COM | 2454 | $450,142 | 2,494 | 0.00 | 0.00 | 261 | 11.69 | 03-31-2024 |