Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SARGENT BICKHAM LAGUDIS LLC | COM | 1001 | $10,000 | 82 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2018 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $50,125 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 1003 | $47,000 | 80 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 1004 | $48,243 | 77 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |