Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1451 | $1,581 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARQUETTE ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KEY FINANCIAL INC | COM | 1453 | $1,426 | 99 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SMITHFIELD TRUST CO | COM | 1454 | $2,000 | 99 | 0.00 | 99 | +Inf | 03-31-2024 |