Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUIST FINANCIAL CORP | COM | 151 | $7,641,221 | 85,073 | 0.00 | 0.00 | -13,342 | -13.56 | 12-31-2023 |
CRESSET ASSET MANAGEMENT LLC | COM | 152 | $8,388,375 | 84,929 | 0.00 | 0.00 | 2,092 | 2.53 | 06-30-2024 |
PICTET ASSET MANAGEMENT LTD | COM | 153 | $9,642,000 | 82,583 | 0.01 | 0.01 | 24,403 | 41.94 | 06-30-2021 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 154 | $7,723,286 | 78,833 | 0.00 | 0.00 | 1,864 | 2.42 | 06-30-2024 |