Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 1051 | $1,185,676 | 7,264 | 0.00 | 0.00 | -614 | -7.79 | 03-31-2024 |
WORLDQUANT MILLENNIUM ADVISORS LLC | COM | 1052 | $1,160,629 | 7,239 | 0.00 | 7,239 | +Inf | 12-31-2023 | |
GYL FINANCIAL SYNERGIES LLC | COM | 1053 | $1,181,386 | 7,238 | 0.00 | 0.00 | -18 | -0.25 | 03-31-2024 |
LYELL WEALTH MANAGEMENT LP | Stock | 1054 | $1,178,285 | 7,219 | 0.00 | 7,219 | +Inf | 03-31-2024 |