Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITIGROUP INC | SHS | 251 | $184,352 | 9,068 | 0.00 | 0.00 | 7,787 | 607.88 | 03-31-2024 |
AMUNDI | SHS | 252 | $174,408 | 8,600 | 0.00 | 8,600 | +Inf | 03-31-2024 | |
BANQUE CANTONALE VAUDOISE | SHS | 253 | $174,000 | 8,536 | 0.01 | 0.00 | 6,000 | 236.59 | 03-31-2024 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | SHS | 254 | $126,084 | 7,600 | 0.00 | 0.00 | 2,700 | 55.10 | 12-31-2023 |