Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DT INVESTMENT PARTNERS LLC | COM | 1351 | $87,306 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 1352 | $86,000 | 591 | 0.00 | 0.04 | -17,159 | -96.67 | 03-31-2024 |
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 1353 | $82,028 | 590 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 1354 | $70,226 | 584 | 0.00 | 584 | +Inf | 06-30-2023 |