Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN NATIONAL BANK | COM | 1351 | $136,071 | 1,038 | 0.00 | 0.00 | 338 | 48.29 | 03-31-2024 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 1352 | $116,215 | 1,034 | 0.00 | 0.00 | -200 | -16.21 | 12-31-2023 |
COVESTOR LTD | COMMON | 1353 | $132,000 | 1,011 | 0.08 | 0.04 | 461 | 83.82 | 03-31-2024 |
FOCUSED WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 931 | 1258.11 | 03-31-2024 |