Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 251 | $143,572 | 1,828 | 0.00 | 0.00 | 224 | 13.97 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COM | 252 | $134,225 | 1,709 | 0.00 | 0.00 | 19 | 1.12 | 03-31-2024 |
STATE OF WYOMING | COM | 253 | $91,544 | 1,626 | 0.00 | 0.04 | -376 | -18.78 | 06-30-2023 |
DEKABANK DEUTSCHE GIROZENTRALE | COM | Liquidated | $0 | 0 | 0.00 | 1,531 | +Inf | 12-31-2023 |