Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 2251 | $47,170 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DSM CAPITAL PARTNERS LLC | Common Stock | 2252 | $47,162 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OPEROSE ADVISORS LLC | COMMON | 2253 | $43,535 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 2254 | $44,000 | 12 | 0.00 | 0.00 | -1 | -7.69 | 03-31-2024 |