Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 451 | $242,959 | 1,304 | 0.00 | 1,304 | +Inf | 06-30-2024 | |
BALLENTINE PARTNERS LLC | COM | 452 | $242,628 | 1,302 | 0.00 | 1,302 | +Inf | 06-30-2024 | |
HTLF BANK | COM | 453 | $242,255 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PHOENIX HOLDINGS LTD | COM | 454 | $239,666 | 1,289 | 0.00 | 0.00 | -513 | -28.47 | 06-30-2024 |