Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRADIENT INVESTMENTS LLC | COM | 251 | $30,205,690 | 120,949 | 0.00 | 0.00 | -1,644 | -1.34 | 03-31-2024 |
CREATIVE PLANNING | COM | 252 | $28,112,762 | 120,670 | 0.00 | 0.00 | 4,267 | 3.67 | 12-31-2023 |
WOLVERINE TRADING LLC | COM | 253 | $28,832,791 | 119,847 | 0.00 | 0.00 | 18,247 | 17.96 | 09-30-2023 |
MARTINGALE ASSET MANAGEMENT L P | COM | 254 | $29,882,640 | 119,655 | 0.00 | 0.00 | 9,720 | 8.84 | 03-31-2024 |