Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMMONWEALTH EQUITY SERVICES LLC | COM | 201 | $203,000 | 15,194 | 0.00 | 0.00 | -642 | -4.05 | 03-31-2024 |
ROYAL BANK OF CANADA | COM | 202 | $134,000 | 14,568 | 0.00 | 0.00 | 4,013 | 38.02 | 03-31-2023 |
WEALTH EFFECTS LLC | COM | 203 | $193,285 | 14,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NISA INVESTMENT ADVISORS LLC | XXX | 204 | $203,202 | 14,310 | 0.00 | 0.00 | -15,130 | -51.39 | 12-31-2023 |