Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDMOND DE ROTHSCHILD HOLDING SA | COM | 1951 | $183,397 | 588 | 0.00 | 0.00 | -31 | -5.01 | 12-31-2023 |
ROSENBAUM JAY D | Com | 1952 | $203,883 | 587 | 0.00 | 587 | +Inf | 03-31-2024 | |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 1953 | $203,535 | 586 | 0.00 | 0.00 | 51 | 9.53 | 03-31-2024 |
TYCHE WEALTH PARTNERS LLC | COM | 1954 | $201,155 | 579 | 0.00 | 579 | +Inf | 03-31-2024 |