Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 1401 | $81,375 | 280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCIPAL SECURITIES INC | CL A | 1402 | $81,376 | 280 | 0.00 | 0.00 | -35 | -11.11 | 03-31-2024 |
TRUST CO OF VERMONT | Com | 1403 | $76,145 | 262 | 0.00 | 0.00 | 200 | 322.58 | 03-31-2024 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | CL A | 1404 | $168,000 | 257 | 0.02 | 0.03 | 25 | 10.78 | 12-31-2021 |