Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAM HEWINS LLC | SPONSORED ADS | 1251 | $1,756,840 | 12,854 | 0.00 | 0.00 | -3,735 | -22.51 | 03-31-2024 |
ARBOR CAPITAL MANAGEMENT INC /ADV | SPONSORED ADS | 1252 | $1,820,223 | 12,822 | 0.00 | 0.00 | -1,179 | -8.42 | 03-31-2024 |
BEACON POINTE ADVISORS LLC | SPONSORED ADS | 1253 | $1,739,858 | 12,788 | 0.00 | 0.00 | 19 | 0.15 | 03-31-2024 |
NFJ INVESTMENT GROUP LLC | SPONSORED ADS | 1254 | $1,733,413 | 12,741 | 0.00 | 0.00 | -2,116 | -14.24 | 03-31-2024 |