Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SA MASON LLC | COM | 1151 | $66,570 | 646 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 1152 | $66,261 | 643 | 0.00 | 0.00 | -61 | -8.66 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1153 | $65,231 | 630 | 0.00 | 0.00 | -100 | -13.70 | 03-31-2024 |
ENRICH FINANCIAL PARTNERS LLC | COM | 1154 | $61,830 | 600 | 0.00 | 600 | +Inf | 03-31-2024 |