Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTERCONTINENTAL WEALTH ADVISORS LLC | COM | 451 | $520,082 | 1,595 | 0.00 | 0.00 | 5 | 0.31 | 06-30-2023 |
PROSHARE ADVISORS LLC | COM | 452 | $763,443 | 1,562 | 0.00 | 0.00 | -121 | -7.19 | 03-31-2024 |
ETHIC INC | COM | 453 | $757,091 | 1,549 | 0.00 | 0.00 | 213 | 15.94 | 03-31-2024 |
MACKENZIE FINANCIAL CORP | COM | 454 | $752,202 | 1,539 | 0.00 | 0.00 | 18 | 1.18 | 03-31-2024 |