Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 1051 | $607,174 | 4,078 | 0.00 | 0.00 | 161 | 4.11 | 03-31-2024 |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 1052 | $604,340 | 4,059 | 0.00 | 0.00 | 1,899 | 87.92 | 03-31-2024 |
SIEMENS FONDS INVEST GMBH | COM | 1053 | $600,920 | 4,036 | 0.00 | 0.00 | -193 | -4.56 | 03-31-2024 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | COM | 1054 | $387,813 | 4,033 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |