Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 201 | $87,542 | 10,203 | 0.00 | 10,203 | +Inf | 03-31-2024 | |
ONE WEALTH ADVISORS LLC | COM | 202 | $86,188 | 10,045 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NISA INVESTMENT ADVISORS LLC | XXX | 203 | $90,074 | 9,080 | 0.00 | 0.00 | -1,200 | -11.67 | 12-31-2023 |
FMR LLC | COM | 204 | $70,690 | 7,126 | 0.00 | 0.00 | 5,690 | 396.24 | 12-31-2023 |