Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PICTET ASSET MANAGEMENT LTD | ORD | 101 | $446,000 | 3,435 | 0.00 | 0.00 | -64 | -1.83 | 06-30-2021 |
CERITY PARTNERS LLC | Stock | 102 | $719,903 | 3,424 | 0.00 | 0.00 | 421 | 14.02 | 03-31-2024 |
WELLS FARGO & COMPANY/MN | ORD | 103 | $686,350 | 3,265 | 0.00 | 0.00 | 58 | 1.81 | 03-31-2024 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | ORD | 104 | $678,850 | 3,238 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |