Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TD WATERHOUSE CANADA INC | COM | 951 | $3,729,545 | 20,919 | 0.00 | 0.00 | -467 | -2.18 | 03-31-2024 |
EP WEALTH ADVISORS LLC | COM | 952 | $3,643,545 | 20,915 | 0.00 | 0.00 | -360 | -1.69 | 03-31-2024 |
JGP WEALTH MANAGEMENT LLC | COM | 953 | $3,618,724 | 20,772 | 0.00 | 0.00 | -877 | -4.05 | 03-31-2024 |
BALLENTINE PARTNERS LLC | COM | 954 | $3,300,831 | 20,759 | 0.00 | 0.00 | 9 | 0.04 | 09-30-2023 |