Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NICHOLS & PRATT ADVISERS LLP /MA | RUSSELL 2000 ETF | 2151 | $4,753,920 | 23,734 | 0.00 | 0.00 | 1 | 0.00 | 03-31-2024 |
WD RUTHERFORD LLC | COM | 2152 | $4,742,703 | 23,678 | 0.00 | 0.00 | -1,483 | -5.89 | 03-31-2024 |
CONTINUUM ADVISORY LLC | COM | 2153 | $4,026,000 | 23,666 | 0.00 | 0.00 | -27,945 | -54.15 | 12-31-2023 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 2154 | $4,023,686 | 23,648 | 0.00 | 0.00 | -7,623 | -24.38 | 12-31-2023 |