Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTPAC BANKING CORP | COM | 601 | $129,738 | 3,468 | 0.00 | 0.00 | -12 | -0.34 | 03-31-2024 |
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 3,371 | +Inf | 12-31-2023 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 603 | $125,810 | 3,363 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COVESTOR LTD | REIT | 604 | $125,000 | 3,336 | 0.08 | 0.04 | 1,845 | 123.74 | 03-31-2024 |