Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS INVESTMENT PARTNERS INC | COM | 301 | $315,034 | 2,560 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 302 | $314,293 | 2,554 | 0.00 | 0.00 | -166 | -6.10 | 03-31-2024 |
QS INVESTORS LLC | COM | 303 | $334,000 | 2,540 | 0.00 | 0.00 | -35 | -1.36 | 06-30-2021 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 304 | $308,690 | 2,508 | 0.00 | 0.00 | 136 | 5.73 | 03-31-2024 |