Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARTINGALE ASSET MANAGEMENT L P | COM | 1051 | $304,660 | 5,260 | 0.00 | 0.00 | -1,479 | -21.95 | 03-31-2024 |
ADVISOR PARTNERS LLC | COM | 1052 | $571,000 | 5,256 | 0.04 | 0.03 | 1,246 | 31.07 | 06-30-2022 |
KOWAL INVESTMENT GROUP LLC | COM | 1053 | $303,227 | 5,235 | 0.00 | 0.00 | -312 | -5.62 | 03-31-2024 |
MIRACLE MILE ADVISORS LLC | COM | 1054 | $302,284 | 5,219 | 0.00 | 5,219 | +Inf | 03-31-2024 |