Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAI-ICHI LIFE INSURANCE COMPANY LTD | COM | 501 | $592,192 | 9,143 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CRESTWOOD ADVISORS GROUP LLC | Stock | 502 | $515,745 | 9,125 | 0.00 | 0.00 | -527 | -5.46 | 03-31-2024 |
MOUNT YALE INVESTMENT ADVISORS LLC | COM | 503 | $598,089 | 9,043 | 0.00 | 0.00 | 136 | 1.53 | 09-30-2023 |
UNIVERSITY OF CHICAGO | COM | Liquidated | $0 | 0 | 0.00 | 9,000 | +Inf | 12-31-2020 |