Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MATTERN WEALTH MANAGEMENT LLC | COM | 1051 | $4,505,396 | 40,932 | 0.00 | 0.00 | 1,069 | 2.68 | 12-31-2023 |
RICHARD BERNSTEIN ADVISORS LLC | COM | 1052 | $4,143,457 | 40,919 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT LLC | COM | 1053 | $4,458,918 | 40,900 | 0.00 | 0.00 | 38,164 | 1394.88 | 06-30-2023 |
RITHOLTZ WEALTH MANAGEMENT | COM | 1054 | $4,648,369 | 40,897 | 0.00 | 0.00 | 3,851 | 10.40 | 03-31-2024 |