Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOWLAND CAPITAL MANAGEMENT LLC | COM | 2701 | $212,694 | 3,175 | 0.00 | 0.00 | -49,237 | -93.94 | 03-31-2024 |
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD | Common Stock | 2702 | $212,000 | 3,164 | 0.00 | 0.03 | -23,691 | -88.22 | 03-31-2024 |
FALCON WEALTH PLANNING | COM | 2703 | $211,463 | 3,157 | 0.00 | 0.00 | -163 | -4.91 | 03-31-2024 |
CI INVESTMENTS INC | COM | 2704 | $194,000 | 3,155 | 0.00 | 0.00 | -161 | -4.86 | 12-31-2023 |