Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSPIRE ADVISORS LLC | CL A | 251 | $556,536 | 1,180 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INSTITUTE FOR WEALTH MANAGEMENT LLC | CL A | 252 | $528,662 | 1,121 | 0.00 | 0.00 | -5 | -0.44 | 03-31-2024 |
STRS OHIO | COM_STK | 253 | $518,000 | 1,100 | 0.00 | 1,100 | +Inf | 03-31-2024 | |
ARIZONA STATE RETIREMENT SYSTEM | CL A | 254 | $357,929 | 1,097 | 0.00 | 0.00 | -428 | -28.07 | 06-30-2023 |