Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEVERLY HILLS PRIVATE WEALTH LLC | COM | 1701 | $3,805,988 | 32,369 | 0.00 | 32,369 | +Inf | 09-30-2023 | |
ARCHFORD CAPITAL STRATEGIES LLC | COM | 1702 | $3,758,067 | 32,330 | 0.00 | 32,330 | +Inf | 03-31-2024 | |
AIA GROUP LTD | COM | 1703 | $3,206,858 | 32,075 | 0.00 | 0.00 | 7,551 | 30.79 | 12-31-2023 |
FIRST MERCHANTS CORP | COMMON STOCK | 1704 | $3,725,587 | 32,051 | 0.00 | 0.00 | 2,064 | 6.88 | 03-31-2024 |