Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1ST SOURCE BANK | COM | 901 | $322,738 | 2,272 | 0.00 | 0.00 | -18 | -0.79 | 12-31-2023 |
GREENLEAF TRUST | COM | 902 | $301,851 | 2,267 | 0.00 | 2,267 | +Inf | 03-31-2024 | |
SIEMENS FONDS INVEST GMBH | COM | 903 | $300,386 | 2,256 | 0.00 | 0.00 | -98 | -4.16 | 03-31-2024 |
IFP ADVISORS INC | cs | 904 | $319,660 | 2,250 | 0.00 | 0.00 | 413 | 22.48 | 12-31-2023 |