Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTER FOR FINANCIAL PLANNING INC | CL A | 1451 | $188,262 | 1,221 | 0.00 | 0.00 | 43 | 3.65 | 03-31-2024 |
MAGELLAN ASSET MANAGEMENT LTD | CL A | 1452 | $264,000 | 1,221 | 0.00 | 0.00 | 299 | 32.43 | 09-30-2022 |
ANDESA FINANCIAL MANAGEMENT INC | CL A | 1453 | $302,444 | 1,219 | 0.00 | 1,219 | +Inf | 12-31-2022 | |
SENTRY INVESTMENT MANAGEMENT LLC | Common | 1454 | $188,000 | 1,218 | 0.07 | 0.08 | 0 | 0.00 | 03-31-2024 |