Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JT STRATFORD LLC | CL A | 751 | $829,470 | 10,982 | 0.00 | 0.00 | 4,257 | 63.30 | 12-31-2023 |
YHB INVESTMENT ADVISORS INC | Stock | 752 | $792,045 | 10,807 | 0.00 | 0.00 | -1,801 | -14.28 | 03-31-2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Common Stock | 753 | $790,153 | 10,783 | 0.00 | 10,783 | +Inf | 03-31-2024 | |
KESTRA PRIVATE WEALTH SERVICES LLC | CL A | 754 | $779,717 | 10,639 | 0.00 | 0.00 | -1,647 | -13.41 | 03-31-2024 |