Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAKUTEN SECURITIES INC | COM | 1001 | $13,105 | 851 | 0.00 | 851 | +Inf | 03-31-2024 | |
BELL INVESTMENT ADVISORS INC | COM | 1002 | $12,567 | 816 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 1003 | $12,551 | 815 | 0.00 | 0.00 | -745 | -47.76 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | 1004 | $12,382 | 804 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |