Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 651 | $33,990 | 562 | 0.00 | 0.00 | -147 | -20.73 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 652 | $30,240 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STRENGTHENING FAMILIES & COMMUNITIES LLC | COM | 653 | $30,000 | 500 | 0.02 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 654 | $34,000 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |