Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLEN WEALTH MANAGEMENT LLC | COM NEW | 1151 | $1,123,867 | 11,621 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOUNDATIONS INVESTMENT ADVISORS LLC | COM NEW | 1152 | $1,122,793 | 11,610 | 0.00 | 0.00 | -531 | -4.37 | 03-31-2024 |
PEREGRINE ASSET ADVISERS INC | COM NEW | 1153 | $1,124,651 | 11,590 | 0.00 | 0.00 | -182 | -1.55 | 12-31-2023 |
SUMITOMO LIFE INSURANCE CO | Common | 1154 | $1,037,933 | 11,566 | 0.00 | 0.10 | -941 | -7.52 | 06-30-2023 |