Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PNC FINANCIAL SERVICES GROUP INC | COM | 251 | $2,042 | 1,389 | 0.00 | 0.00 | 14 | 1.02 | 03-31-2024 |
AMERITAS INVESTMENT PARTNERS INC | COM | 252 | $1,830 | 1,245 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
METROPOLITAN LIFE INSURANCE CO/NY | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 12-31-2023 |