Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILICON VALLEY COMMUNITY FOUNDATION | COM | 1701 | $1,860,265 | 2,788 | 0.00 | 2,788 | +Inf | 12-31-2021 | |
KNOWLEDGE LEADERS CAPITAL LLC | COM | 1702 | $1,616,926 | 2,782 | 0.00 | 0.00 | -45 | -1.59 | 03-31-2024 |
NWAM LLC | COM | 1703 | $1,475,936 | 2,781 | 0.00 | 0.13 | 180 | 6.92 | 12-31-2023 |
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM | 1704 | $1,256,000 | 2,752 | 0.06 | 2,752 | +Inf | 03-31-2021 |