Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORLEANS CAPITAL MANAGEMENT CORP/LA | COM | 1451 | $457,772 | 3,810 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CI INVESTMENTS INC | COM | 1452 | $507,000 | 3,809 | 0.00 | 0.00 | -180 | -4.51 | 12-31-2023 |
SPINNAKER TRUST | Equities | 1453 | $457,531 | 3,808 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BALLEW ADVISORS INC | COM | 1454 | $627,870 | 3,802 | 0.00 | 0.00 | 12 | 0.32 | 03-31-2024 |