Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REHMANN CAPITAL ADVISORY GROUP | CL A | 1651 | $269,214 | 1,067 | 0.00 | 0.00 | -13 | -1.20 | 03-31-2024 |
RIVERSEDGE ADVISORS LLC | CL A | 1652 | $266,761 | 1,057 | 0.00 | 0.00 | 29 | 2.82 | 03-31-2024 |
LRI INVESTMENTS LLC | Stock | 1653 | $250,176 | 1,053 | 0.00 | 1,053 | +Inf | 03-31-2024 | |
WADDELL & ASSOCIATES LLC | CL A | 1654 | $265,682 | 1,053 | 0.00 | 0.00 | 1 | 0.10 | 03-31-2024 |