Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EP WEALTH ADVISORS LLC | COM | 301 | $1,555,796 | 33,770 | 0.00 | 0.00 | -3,639 | -9.73 | 03-31-2024 |
PRUDENTIAL FINANCIAL INC | COM | 302 | $1,554,388 | 33,740 | 0.00 | 0.00 | 8,697 | 34.73 | 03-31-2024 |
RBA WEALTH MANAGEMENT LLC | COM | 303 | $1,539,766 | 33,422 | 0.00 | 0.00 | 2,442 | 7.88 | 03-31-2024 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | STOCK | 304 | $1,538,047 | 33,385 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |