Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOODY NATIONAL BANK TRUST DIVISION | COM | 251 | $1,020,342 | 10,719 | 0.00 | 0.00 | -13,171 | -55.13 | 03-31-2024 |
LEGEND FINANCIAL ADVISORS INC | COM | 252 | $995,783 | 10,461 | 0.00 | 0.00 | -11,808 | -53.02 | 03-31-2024 |
GRANTHAM MAYO VAN OTTERLOO & CO LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -44,146 | -80.85 | 12-31-2023 |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | COM | 254 | $987,311 | 10,372 | 0.00 | 0.00 | -151 | -1.43 | 03-31-2024 |