Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STATE OF WYOMING | COM | 151 | $159,916 | 22,587 | 0.00 | 22,587 | +Inf | 06-30-2023 | |
JPMORGAN CHASE & CO | COMMON | 152 | $158,674 | 22,475 | 0.00 | 0.00 | -3,028 | -11.87 | 12-31-2023 |
ENVESTNET ASSET MANAGEMENT INC | COM | 153 | $147,207 | 22,270 | 0.00 | 22,270 | +Inf | 09-30-2023 | |
SG AMERICAS SECURITIES LLC | COM | 154 | $157,000 | 22,239 | 0.00 | 0.00 | 8,194 | 58.34 | 12-31-2023 |