Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 182 | 10.36 | 12-31-2023 |
EVERETT HARRIS & CO /CA/ | ISHARES BIOTECH | 1402 | $265,246 | 1,933 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST FINANCIAL BANK - TRUST DIVISION | ETF-EQUITY | 1403 | $263,463 | 1,920 | 0.00 | 0.00 | -8 | -0.41 | 03-31-2024 |
CALDWELL SUTTER CAPITAL INC | ISHARES BIOTECH | 1404 | $263,051 | 1,917 | 0.00 | 0.00 | -85 | -4.25 | 03-31-2024 |