Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 351 | $15,463 | 143 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 352 | $10,241 | 108 | 0.00 | 108 | +Inf | 03-31-2024 | |
BOKF NA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 35 | 83.33 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 354 | $7,206 | 76 | 0.00 | 0.00 | 46 | 153.33 | 03-31-2024 |