Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUANTINNO CAPITAL MANAGEMENT LP | COM | 451 | $239,000 | 3,973 | 0.00 | 3,973 | +Inf | 03-31-2024 | |
YORKTOWN MANAGEMENT & RESEARCH CO INC | COM | 452 | $238,106 | 3,950 | 0.00 | 3,950 | +Inf | 03-31-2024 | |
CREATIVE PLANNING | COM | 453 | $250,333 | 3,843 | 0.00 | 0.00 | 3,443 | 860.75 | 12-31-2023 |
WRAPMANAGER INC | COM | 454 | $223,458 | 3,707 | 0.00 | 0.00 | -85 | -2.24 | 03-31-2024 |