Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 1401 | $204,000 | 772 | 0.01 | 772 | +Inf | 09-30-2022 | |
STRENGTHENING FAMILIES & COMMUNITIES LLC | COM | 1402 | $101,000 | 769 | 0.06 | 0.00 | 609 | 380.62 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 1.33 | 12-31-2023 |
ECHO STREET CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 759 | +Inf | 12-31-2023 |