Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | NAMEN AKT | 501 | $250,897 | 3,681 | 0.00 | 3,681 | +Inf | 03-31-2024 | |
DERBEND ASSET MANAGEMENT | NAMEN AKT | 502 | $250,352 | 3,673 | 0.00 | 0.00 | -80 | -2.13 | 03-31-2024 |
FREESTONE CAPITAL HOLDINGS LLC | NAMEN AKT | 503 | $247,284 | 3,628 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRAJAN WEALTH LLC | NAMEN AKT | 504 | $243,468 | 3,572 | 0.00 | 3,572 | +Inf | 03-31-2024 |