Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST TRUST DIRECT INDEXING LP | COM | 701 | $216,875 | 1,957 | 0.00 | 1,957 | +Inf | 06-30-2023 | |
BEIRNE WEALTH CONSULTING SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,955 | +Inf | 03-31-2024 | |
FUND MANAGEMENT AT ENGINE NO 1 LLC | COM | 703 | $216,210 | 1,951 | 0.00 | 1,951 | +Inf | 06-30-2023 | |
METIS GLOBAL PARTNERS LLC | COM | 704 | $268,150 | 1,908 | 0.00 | 0.00 | -85 | -4.26 | 03-31-2024 |