Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | ISHARES BIOTECH | 1351 | $244,000 | 2,083 | 0.02 | 2,083 | +Inf | 09-30-2022 | |
PROFESSIONAL PLANNING | NASDAQ BIOTECH | 1352 | $336,000 | 2,081 | 0.16 | 0.16 | 0 | 0.00 | 09-30-2021 |
BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS | ISHARES BIOTECH | 1353 | $284,474 | 2,073 | 0.00 | 0.00 | -930 | -30.97 | 03-31-2024 |
HARTLINE INVESTMENT CORP/ | ISHARES BIOTECH | 1354 | $284,474 | 2,073 | 0.00 | 2,073 | +Inf | 03-31-2024 |