Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE OCEAN LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 1052 | $11,618 | 390 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UMB BANK NA | COM | 1053 | $11,499 | 386 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 377 | +Inf | 12-31-2023 |