Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHINA UNIVERSAL ASSET MANAGEMENT CO LTD | Common Stock | 1101 | $199,000 | 3,388 | 0.03 | 3,388 | +Inf | 03-31-2024 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 1102 | $193,574 | 3,296 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BANK OF THE WEST | CL A | 1103 | $217,000 | 3,294 | 0.03 | 0.04 | -129 | -3.77 | 09-30-2022 |
HOMRICH & BERG | CL A | 1104 | $257,000 | 3,255 | 0.01 | 0.01 | -637 | -16.37 | 09-30-2021 |