Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 451 | $6,690 | 119 | 0.00 | 0.00 | 19 | 19.00 | 03-31-2024 |
BEACON CAPITAL MANAGEMENT LLC | COM | 452 | $6,634 | 118 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CETERA TRUST COMPANY NA | COM | 453 | $6,522 | 116 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CASTLEVIEW PARTNERS LLC | COM | 454 | $5,580 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |