Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED TORTOISE LLC | Stock | 301 | $8,904 | 668 | 0.00 | 668 | +Inf | 03-31-2024 | |
SITTNER & NELSON LLC | COM | 302 | $4,146 | 655 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FIFTH THIRD BANCORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -668 | -51.62 | 12-31-2023 |
NEWEDGE ADVISORS LLC | Common Stock | 304 | $8,705 | 613 | 0.00 | 613 | +Inf | 12-31-2023 |