Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 751 | $128,629 | 2,780 | 0.00 | 0.00 | -181 | -6.11 | 03-31-2024 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 752 | $121,468 | 2,775 | 0.00 | 2,775 | +Inf | 12-31-2023 | |
WAHED INVEST LLC | COM | 753 | $92,000 | 2,664 | 0.06 | 2,664 | +Inf | 09-30-2022 | |
SYSTM WEALTH SOLUTIONS LLC | COM | 754 | $117,851 | 2,547 | 0.00 | 0.00 | 30 | 1.19 | 03-31-2024 |