Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMUNDI | COM | 201 | $2,486,357 | 12,092 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ENSIGN PEAK ADVISORS INC | COM | 202 | $2,318,607 | 11,852 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
LEGATO CAPITAL MANAGEMENT LLC | COM | 203 | $3,017,277 | 11,789 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 204 | $2,993,000 | 11,693 | 0.00 | 0.00 | 687 | 6.24 | 03-31-2024 |