Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL INVESTMENT ADVISORS INC | COM | 1551 | $34,500 | 227 | 0.00 | 0.00 | 5 | 2.25 | 12-31-2023 |
MV CAPITAL MANAGEMENT INC | COM | 1552 | $36,695 | 223 | 0.00 | 0.00 | -6 | -2.62 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 1553 | $15,000 | 214 | 0.00 | 0.00 | -4 | -1.83 | 03-31-2022 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1554 | $26,042 | 214 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |