Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PNC MANAGED ACCOUNT SOLUTIONS INC | COM NEW | 1351 | $137,000 | 496 | 0.03 | 496 | +Inf | 06-30-2021 | |
GLOBAL RETIREMENT PARTNERS LLC | COM NEW | 1352 | $107,541 | 492 | 0.00 | 0.00 | -469 | -48.80 | 03-31-2024 |
BEACON CAPITAL MANAGEMENT LLC | COM NEW | 1353 | $97,710 | 486 | 0.00 | 0.00 | -50 | -9.33 | 12-31-2023 |
PROMETHOS CAPITAL LLC | Equity | 1354 | $107,508 | 473 | 0.00 | 473 | +Inf | 12-31-2023 |