Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVST LLC | COM | 201 | $229,627 | 1,822 | 0.00 | 1,822 | +Inf | 12-31-2023 | |
CWM LLC | COM | 202 | $242,000 | 1,703 | 0.00 | 0.00 | 1,607 | 1673.96 | 03-31-2024 |
AMUNDI | COM | 203 | $136,451 | 1,694 | 0.00 | 0.00 | 489 | 40.58 | 09-30-2023 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | COM | 204 | $234,937 | 1,651 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |