Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUEBLOOD WEALTH MANAGEMENT LLC | COM | 1951 | $573,393 | 1,396 | 0.00 | 0.00 | 83 | 6.32 | 03-31-2024 |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 1952 | $575,148 | 1,395 | 0.00 | 0.00 | -58 | -3.99 | 03-31-2024 |
ZIEGLER CAPITAL MANAGEMENT LLC | COMMON | 1953 | $572,572 | 1,394 | 0.00 | 1,394 | +Inf | 03-31-2024 | |
ZIEGLER CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -213 | -13.25 | 03-31-2024 |