Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENVESTNET PORTFOLIO SOLUTIONS INC | SPONSORED ADS | 251 | $859,620 | 5,904 | 0.00 | 0.00 | 307 | 5.49 | 03-31-2024 |
FIRST TRUST ADVISORS LP | SPONSORED ADS | 252 | $833,211 | 5,723 | 0.00 | 0.00 | -31,936 | -84.80 | 03-31-2024 |
NS PARTNERS LTD | SPONSORED ADS | 253 | $831,319 | 5,710 | 0.00 | 0.00 | -800 | -12.29 | 03-31-2024 |
CREATIVE PLANNING | SPONSORED ADS | 254 | $748,549 | 5,613 | 0.00 | 0.00 | 54 | 0.97 | 12-31-2023 |