Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSPIRE ADVISORS LLC | COM | 1701 | $2,280,837 | 7,573 | 0.00 | 0.00 | 53 | 0.70 | 03-31-2024 |
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL INC | COM | 1702 | $2,269,994 | 7,537 | 0.00 | 0.00 | 47 | 0.63 | 03-31-2024 |
WP ADVISORS LLC | COM | 1703 | $2,267,885 | 7,530 | 0.00 | 0.00 | -115 | -1.50 | 03-31-2024 |
M&G INVESTMENTS (USA) INC | COM | 1704 | $1,978,549 | 7,523 | 0.00 | 7,523 | +Inf | 12-31-2023 |