Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL INSIGHT PARTNERS LLC | CL B NEW | 4851 | $322,960 | 768 | 0.00 | 0.00 | 18 | 2.40 | 03-31-2024 |
INVENIO WEALTH PARTNERS LLC | Stock | 4852 | $322,539 | 767 | 0.00 | 0.00 | -97 | -11.23 | 03-31-2024 |
TIAA FSB | COMSTOCK | 4853 | $261,206 | 766 | 0.00 | 0.00 | 18 | 2.41 | 06-30-2023 |
FFT WEALTH MANAGEMENT LLC | CL B NEW | 4854 | $322,118 | 766 | 0.00 | 766 | +Inf | 03-31-2024 |