Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Equity | 1001 | $377,496 | 3,745 | 0.00 | 3,745 | +Inf | 03-31-2024 | |
WEALTHSPIRE ADVISORS LLC | COM | 1002 | $416,492 | 3,722 | 0.00 | 0.00 | -413 | -9.99 | 03-31-2024 |
PROFUND ADVISORS LLC | COM | 1003 | $416,380 | 3,721 | 0.00 | 0.00 | -495 | -11.74 | 03-31-2024 |
US CAPITAL WEALTH ADVISORS LLC | COM | 1004 | $416,156 | 3,719 | 0.00 | 0.00 | -659 | -15.05 | 03-31-2024 |