Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORGAN STANLEY | COM SH BEN INT | 1 | $3,868,298 | 371,951 | 0.00 | 0.00 | 27,961 | 8.13 | 03-31-2024 |
LPL FINANCIAL LLC | COM SH BEN INT | 2 | $2,247,423 | 216,098 | 0.00 | 0.00 | 9,407 | 4.55 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM SH BEN INT | 3 | $1,797,655 | 172,851 | 0.00 | 0.00 | -7,671 | -4.25 | 03-31-2024 |
GUGGENHEIM CAPITAL LLC | COM SH BEN INT | 4 | $1,420,890 | 136,624 | 0.00 | 0.00 | 11,106 | 8.85 | 03-31-2024 |