Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOSTER DYKEMA CABOT & PARTNERS LLC | Common Stock | 1501 | $722,414 | 1,698 | 0.00 | 1,698 | +Inf | 03-31-2024 | |
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 1502 | $620,000 | 1,698 | 0.07 | 0.08 | 0 | 0.00 | 09-30-2023 |
VIRTUS ETF ADVISERS LLC | COM | 1503 | $721,989 | 1,697 | 0.00 | 1,697 | +Inf | 03-31-2024 | |
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 1504 | $721,148 | 1,695 | 0.00 | 0.00 | 521 | 44.38 | 03-31-2024 |