Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMITOMO LIFE INSURANCE CO | Common | 1301 | $1,862,073 | 55,684 | 0.00 | 0.17 | -4,737 | -7.84 | 06-30-2023 |
WORTH ASSET MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 55,332 | +Inf | 03-31-2024 | |
LS INVESTMENT ADVISORS LLC | COM | 1303 | $2,443,903 | 55,329 | 0.00 | 0.00 | 1,951 | 3.66 | 03-31-2024 |
CONCURRENT INVESTMENT ADVISORS LLC | COM | 1304 | $2,779,221 | 55,308 | 0.00 | 55,308 | +Inf | 12-31-2023 |