Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT MANAGEMENT CORP OF ONTARIO | COM | 851 | $1,085,783 | 13,161 | 0.00 | 13,161 | +Inf | 12-31-2023 | |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 852 | $1,128,620 | 13,145 | 0.00 | 0.00 | 421 | 3.31 | 03-31-2024 |
NEOS INVESTMENT MANAGEMENT LLC | COM | 853 | $1,120,215 | 13,047 | 0.00 | 0.00 | 5,512 | 73.15 | 03-31-2024 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 854 | $1,119,382 | 13,037 | 0.00 | 0.00 | 150 | 1.16 | 03-31-2024 |