Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $47,844 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 402 | $49,000 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLARITY ASSET MANAGEMENT INC | COM | 403 | $40,766 | 511 | 0.00 | 511 | +Inf | 03-31-2024 | |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 404 | $40,668 | 510 | 0.00 | 0.00 | -79 | -13.41 | 03-31-2024 |