Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORSHARES INVESTMENTS LLC | ADR | 201 | $526,944 | 17,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TEZA CAPITAL MANAGEMENT LLC | COM | 202 | $370,656 | 17,550 | 0.00 | 17,550 | +Inf | 09-30-2023 | |
ENVESTNET ASSET MANAGEMENT INC | COM | 203 | $506,982 | 16,933 | 0.00 | 0.00 | 2,276 | 15.53 | 03-31-2024 |
WELLS FARGO & COMPANY/MN | COM | 204 | $492,310 | 16,443 | 0.00 | 0.00 | 1,727 | 11.74 | 03-31-2024 |