Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS INVESTMENT PARTNERS INC | COM | 201 | $61,045 | 3,094 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROYAL BANK OF CANADA | COM CL A | 202 | $27,000 | 2,443 | 0.00 | 0.00 | -2,263 | -48.09 | 03-31-2023 |
FMR LLC | COM CL A | 203 | $45,991 | 2,331 | 0.00 | 0.00 | 46 | 2.01 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM CL A | 204 | $44,393 | 2,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |