Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1001 | $5,105 | 60 | 0.00 | 0.00 | -83 | -58.04 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 47 | 391.67 | 12-31-2023 |
CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 56 | +Inf | 03-31-2024 | |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 1004 | $3,233 | 53 | 0.00 | 0.00 | -11,476 | -99.54 | 12-31-2023 |