Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CERTUITY LLC | COM | 951 | $384,927 | 5,187 | 0.00 | 5,187 | +Inf | 12-31-2023 | |
PENDAL GROUP LTD | COM | 952 | $423,664 | 5,166 | 0.00 | 5,166 | +Inf | 12-31-2022 | |
PROVISE MANAGEMENT GROUP LLC | COM | 953 | $383,220 | 5,164 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ONE WEALTH ADVISORS LLC | COM | 954 | $404,407 | 5,153 | 0.00 | 0.00 | 606 | 13.33 | 03-31-2024 |