Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | SPONSORED ADR | 151 | $12,000 | 568 | 0.00 | 0.00 | -561 | -49.69 | 03-31-2023 |
ASSETMARK INC | SPONSORED ADR | 152 | $18,600 | 481 | 0.00 | 481 | +Inf | 12-31-2023 | |
CIBC PRIVATE WEALTH GROUP LLC | SPONSORED ADR | 153 | $18,727 | 467 | 0.00 | 467 | +Inf | 03-31-2024 | |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 154 | $18,854 | 466 | 0.00 | 0.00 | 266 | 133.00 | 03-31-2024 |