Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS INVESTMENT COMPANY LLC | COM | 1401 | $1,454,000 | 10,466 | 0.07 | 0.06 | 6,483 | 162.77 | 09-30-2021 |
RITHOLTZ WEALTH MANAGEMENT | COM | 1402 | $1,998,458 | 10,465 | 0.00 | 0.00 | 756 | 7.79 | 03-31-2024 |
TRUST ASSET MANAGEMENT LLC | COM | 1403 | $1,995,914 | 10,452 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEW ENGLAND RESEARCH & MANAGEMENT INC | CS | 1404 | $1,994,000 | 10,440 | 0.98 | 0.70 | 2,321 | 28.59 | 03-31-2024 |