Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUVESTMENTS CAPITAL LLC | COM CL A | 1151 | $218,351 | 2,794 | 0.00 | 0.00 | -91 | -3.15 | 09-30-2023 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 1152 | $200,107 | 2,781 | 0.00 | 0.00 | 38 | 1.39 | 12-31-2023 |
BOSTON PRIVATE WEALTH LLC | COM | 1153 | $253,000 | 2,761 | 0.00 | 2,761 | +Inf | 12-31-2021 | |
CROWN WEALTH GROUP LLC | COM CL A | 1154 | $240,143 | 2,747 | 0.00 | 2,747 | +Inf | 03-31-2024 |