Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AUTUMN GLORY PARTNERS LLC | COM | 2901 | $528,374 | 1,874 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ZEVIN ASSET MANAGEMENT LLC | COM | 2902 | $555,000 | 1,872 | 0.10 | 0.10 | 42 | 2.30 | 12-31-2023 |
COHEN & STEERS INC | COM | 2903 | $559,000 | 1,872 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CENTURION WEALTH MANAGEMENT LLC | COM | 2904 | $558,233 | 1,871 | 0.00 | 1,871 | +Inf | 06-30-2023 |