Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELLS FARGO & COMPANY/MN | COM NEW | 1 | $241,493 | 157,839 | 0.00 | 0.00 | 1 | 0.00 | 03-31-2024 |
BANK OF AMERICA CORP /DE/ | COM NEW | 2 | $225,546 | 147,416 | 0.00 | 0.00 | 187 | 0.13 | 03-31-2024 |
AMERICAN EXPRESS CO | COM NEW | 3 | $206,405 | 134,905 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VANGUARD GROUP INC | COM NEW | 4 | $154,795 | 101,173 | 0.00 | 0.00 | -103,226 | -50.50 | 03-31-2024 |