Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | COM | 251 | $131,000 | 3,615 | 0.00 | 0.00 | -2,450 | -40.40 | 03-31-2023 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 252 | $47,686 | 3,580 | 0.00 | 3,580 | +Inf | 03-31-2024 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 253 | $50,959 | 3,529 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASSETMARK INC | COM | 254 | $67,379 | 3,131 | 0.00 | 0.00 | 730 | 30.40 | 12-31-2023 |