Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JACKSON GRANT INVESTMENT ADVISERS INC | CL B NEW | 3101 | $1,719,086 | 4,088 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WRAPMANAGER INC | CL B NEW | 3102 | $1,718,665 | 4,087 | 0.00 | 0.00 | -133 | -3.15 | 03-31-2024 |
PARKSIDE ADVISORS LLC | CL B NEW | 3103 | $1,716,563 | 4,082 | 0.00 | 0.00 | 6 | 0.15 | 03-31-2024 |
FORESIGHT GLOBAL INVESTORS INC | CL B NEW | 3104 | $1,716,142 | 4,081 | 0.00 | 0.00 | -1,340 | -24.72 | 03-31-2024 |