Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALTI GLOBAL INC | COM NEW | 1851 | $335,635 | 841 | 0.00 | 841 | +Inf | 03-31-2024 | |
HOLDERNESS INVESTMENTS CO | COM NEW | 1852 | $335,236 | 840 | 0.00 | 0.00 | 46 | 5.79 | 03-31-2024 |
EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM NEW | 1853 | $283,046 | 839 | 0.00 | 0.00 | 153 | 22.30 | 12-31-2023 |
MEEDER ASSET MANAGEMENT INC | COM NEW | 1854 | $334,836 | 839 | 0.00 | 839 | +Inf | 03-31-2024 |