Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTA ADVISERS LTD | CL A | Liquidated | $107,905 | 700 | 0.00 | 0.00 | 700 | +Inf | 03-31-2024 |
JAG CAPITAL MANAGEMENT LLC | CL A | 1652 | $259,000 | 700 | 0.02 | 700 | +Inf | 12-31-2021 | |
ALTA ADVISERS LTD | A | Liquidated | $0 | 0 | 0.00 | 700 | +Inf | 03-31-2024 | |
TRUST CO OF VERMONT | Com | 1654 | $107,751 | 699 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |