Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DOYLE WEALTH MANAGEMENT | COM | 251 | $8,311,000 | 290,301 | 0.71 | 0.70 | 10,446 | 3.73 | 09-30-2022 |
CENTRE ASSET MANAGEMENT LLC | COM | 252 | $11,311,000 | 290,242 | 2.70 | 2.44 | 504 | 0.17 | 03-31-2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | COM | 253 | $8,604,398 | 288,158 | 0.00 | 0.07 | 91,434 | 46.48 | 03-31-2023 |
ARDEVORA ASSET MANAGEMENT LLP | COM | 254 | $10,012,000 | 287,441 | 0.89 | 0.95 | -286,473 | -49.92 | 12-31-2023 |