Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VESTMARK ADVISORY SOLUTIONS INC | COM | 1251 | $2,160,214 | 33,801 | 0.00 | 0.00 | -51 | -0.15 | 03-31-2024 |
RESOLUTION CAPITAL LTD | COM | 1252 | $2,152,617 | 33,682 | 0.00 | 0.00 | 14,530 | 75.87 | 03-31-2024 |
PRINCIPLE WEALTH PARTNERS LLC | COM | 1253 | $2,144,692 | 33,558 | 0.00 | 0.00 | 6,380 | 23.47 | 03-31-2024 |
BUCKLEY WEALTH MANAGEMENT LLC | COM | 1254 | $2,019,301 | 33,245 | 0.00 | 0.00 | -1,280 | -3.71 | 12-31-2023 |