Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOALVEST ADVISORY LLC | Stock | 1901 | $2,705,460 | 14,857 | 0.00 | 0.00 | 14,018 | 1670.80 | 03-31-2024 |
CAPITAL INTERNATIONAL LTD /CA/ | COM | 1902 | $2,301,769 | 14,853 | 0.00 | 0.00 | -1,595 | -9.70 | 12-31-2023 |
KOVITZ INVESTMENT GROUP PARTNERS LLC | COM | 1903 | $2,700,939 | 14,832 | 0.00 | 0.00 | 7,633 | 106.03 | 03-31-2024 |
CHESAPEAKE WEALTH MANAGEMENT | COM | 1904 | $2,696,718 | 14,809 | 0.00 | 0.00 | -151 | -1.01 | 03-31-2024 |