Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 1301 | $86,000 | 1,478 | 0.00 | 0.00 | -1,759 | -54.34 | 03-31-2024 |
CASTLEVIEW PARTNERS LLC | COM | 1302 | $71,932 | 1,468 | 0.00 | 0.00 | -28 | -1.87 | 12-31-2023 |
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 1303 | $87,925 | 1,444 | 0.00 | 0.03 | 1,444 | +Inf | 12-31-2022 |
HARBOUR INVESTMENTS INC | COM | 1304 | $67,718 | 1,382 | 0.00 | 0.00 | 472 | 51.87 | 12-31-2023 |