Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TWO SIGMA INVESTMENTS LP | SH BEN INT | 151 | $452,576 | 20,675 | 0.00 | 0.00 | 3,601 | 21.09 | 06-30-2024 |
CREATIVE PLANNING | SH BEN INT | 152 | $442,275 | 20,204 | 0.00 | 0.00 | -30 | -0.15 | 06-30-2024 |
ZACKS INVESTMENT MANAGEMENT | SH BEN INT | Liquidated | $0 | 0 | 0.00 | 19,709 | +Inf | 06-30-2024 | |
US BANCORP \DE\ | SH BEN INT | 154 | $429,671 | 19,139 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |