Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US BANCORP \DE\ | COM NEW | 251 | $101,999 | 7,822 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AMERICAN PORTFOLIOS ADVISORS | COM NEW | 252 | $61,262 | 6,688 | 0.00 | 6,688 | +Inf | 09-30-2022 | |
COVESTOR LTD | COMMON | 253 | $75,000 | 6,687 | 0.05 | 0.06 | 29 | 0.44 | 06-30-2024 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | COM NEW | 254 | $68,858 | 6,159 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |