Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
YHB INVESTMENT ADVISORS INC | Stock | 802 | $23,699 | 125 | 0.00 | 125 | +Inf | 03-31-2024 | |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 803 | $23,130 | 122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CI INVESTMENTS INC | COM | 804 | $23,000 | 122 | 0.00 | 0.00 | 30 | 32.61 | 03-31-2024 |