Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IMPACTFOLIO LLC | COM | 2601 | $223,886 | 1,408 | 0.00 | 0.00 | -71 | -4.80 | 09-30-2023 |
FINANCIAL COUNCIL ASSET MANAGEMENT INC | COM | 2602 | $240,008 | 1,408 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SAND HILL GLOBAL ADVISORS LLC | COM | 2603 | $245,113 | 1,407 | 0.00 | 0.00 | -56 | -3.83 | 03-31-2024 |
NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | COM | 2604 | $244,765 | 1,405 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |