Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORGAN STANLEY | COM | 1 | $15,308,027 | 709,690 | 0.00 | 0.00 | 4,216 | 0.60 | 03-31-2024 |
BANK OF AMERICA CORP /DE/ | COM | 2 | $8,101,237 | 375,579 | 0.00 | 0.00 | 4,849 | 1.31 | 03-31-2024 |
AMERIPRISE FINANCIAL INC | COM | 3 | $7,597,612 | 353,878 | 0.00 | 0.00 | 26,587 | 8.12 | 03-31-2024 |
INVESCO LTD | COM | 4 | $5,457,231 | 253,001 | 0.00 | 0.00 | 30,015 | 13.46 | 03-31-2024 |