Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEI INVESTMENTS CO | COM | 201 | $2,506,904 | 163,423 | 0.00 | 0.00 | -468,022 | -74.12 | 03-31-2024 |
WEALTHFRONT ADVISERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -103,365 | -38.75 | 12-31-2023 |
ENVESTNET ASSET MANAGEMENT INC | COM | 203 | $2,464,516 | 160,659 | 0.00 | 0.00 | -127,678 | -44.28 | 03-31-2024 |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 204 | $2,433,441 | 158,634 | 0.00 | 0.00 | 1,170 | 0.74 | 03-31-2024 |