Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SENDERO WEALTH MANAGEMENT LLC | COM | 251 | $768,795 | 4,144 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MACKENZIE FINANCIAL CORP | COM | 252 | $716,556 | 4,044 | 0.00 | 0.00 | 1,108 | 37.74 | 12-31-2023 |
AVIVA PLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,305 | -61.45 | 12-31-2023 |
ANCHOR CAPITAL ADVISORS LLC | COM | 254 | $683,599 | 3,858 | 0.00 | 0.00 | 464 | 13.67 | 12-31-2023 |