Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARTFORD FINANCIAL MANAGEMENT INC | COM | 2551 | $636,762 | 10,408 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NINEPOINT PARTNERS LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEALTHSIMPLE INC | COM | 2553 | $580,000 | 10,361 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |
DIVERSIFIED LLC | COM | 2554 | $633,834 | 10,360 | 0.00 | 0.00 | 2,158 | 26.31 | 03-31-2024 |