Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TUDOR INVESTMENT CORP ET AL | Equity | Liquidated | $781,762 | 8,416 | 0.00 | 0.00 | 8,416 | +Inf | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | Stock | 252 | $779,616 | 8,393 | 0.00 | 0.00 | -64,364 | -88.46 | 03-31-2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 253 | $748,264 | 8,055 | 0.00 | 0.00 | -9,463 | -54.02 | 03-31-2024 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | COM | 254 | $747,579 | 8,048 | 0.00 | 0.00 | -903 | -10.09 | 03-31-2024 |