Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MML INVESTORS SERVICES LLC | COM | 251 | $363,000 | 9,942 | 0.00 | 0.00 | 1,035 | 11.62 | 12-31-2023 |
PICTET ASSET MANAGEMENT HOLDING SA | COM | 252 | $343,143 | 9,718 | 0.00 | 0.00 | 1,507 | 18.35 | 03-31-2024 |
AMUNDI | COM | 253 | $271,287 | 9,469 | 0.00 | 0.00 | -308 | -3.15 | 09-30-2023 |
COLONIAL RIVER WEALTH MANAGEMENT LLC | COM | 254 | $331,526 | 9,389 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |