Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YORKBRIDGE WEALTH PARTNERS LLC | Stock | 1101 | $821,604 | 5,202 | 0.00 | 0.23 | 602 | 13.09 | 12-31-2022 |
ABBREA CAPITAL LLC | COM | 1102 | $840,000 | 5,196 | 0.11 | 0.12 | -31 | -0.59 | 03-31-2024 |
FUND MANAGEMENT AT ENGINE NO 1 LLC | COM | 1103 | $654,310 | 5,195 | 0.00 | 0.00 | 755 | 17.00 | 06-30-2023 |
INVESTORS RESEARCH CORP | COM | 1104 | $832,240 | 5,150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |