Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON POINTE ADVISORS LLC | COM NEW | 751 | $478,859 | 3,804 | 0.00 | 0.00 | 36 | 0.96 | 03-31-2024 |
AVIVA PLC | COM NEW | 752 | $414,679 | 3,803 | 0.00 | 0.00 | -11 | -0.29 | 06-30-2024 |
&PARTNERS | COM NEW | 753 | $477,724 | 3,795 | 0.00 | 3,795 | +Inf | 03-31-2024 | |
MENDEL MONEY MANAGEMENT | COM NEW | 754 | $413,371 | 3,791 | 0.00 | 0.00 | 428 | 12.73 | 06-30-2024 |