Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 1101 | $3,925 | 33 | 0.00 | 33 | +Inf | 03-31-2024 | |
BELL INVESTMENT ADVISORS INC | COM | 1102 | $3,688 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RED TORTOISE LLC | Stock | 1103 | $3,569 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | COM | 1104 | $3,569 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |