Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 1251 | $2,315,601 | 4,756 | 0.00 | 4,756 | +Inf | 12-31-2023 | |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | Common Stock | 1252 | $1,638,957 | 4,744 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
LIBRA WEALTH LLC | COM | 1253 | $2,875,100 | 4,734 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 1254 | $2,874,000 | 4,732 | 0.06 | 0.04 | 133 | 2.89 | 03-31-2024 |