Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEARNS & ASSOCIATES LLC | COM | 2001 | $287,482 | 960 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ONE WEALTH ADVISORS LLC | COM | 2002 | $344,323 | 960 | 0.00 | 0.00 | -54 | -5.33 | 03-31-2024 |
PERPETUAL LTD | COM | 2003 | $286,883 | 958 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PERPETUAL INVESTMENT MANAGEMENT LTD | COM | 2004 | $234,221 | 958 | 0.00 | 958 | +Inf | 12-31-2022 |