Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CVA FAMILY OFFICE LLC | COM NEW | 1401 | $140,926 | 3,503 | 0.00 | 3,503 | +Inf | 12-31-2023 | |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 1402 | $167,545 | 3,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 1403 | $166,205 | 3,472 | 0.00 | 0.00 | 1,000 | 40.45 | 03-31-2024 |
FIRST NATIONAL BANK OF SOUTH MIAMI | COMMON STOCK | 1404 | $163,632 | 3,442 | 0.00 | 0.00 | 1,448 | 72.62 | 06-30-2023 |