Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KBC GROUP NV | COM | 301 | $61,000 | 423 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INDEXIQ ADVISORS LLC | COM | 302 | $53,000 | 343 | 0.00 | 0.00 | -12 | -3.38 | 03-31-2022 |
YHB INVESTMENT ADVISORS INC | Stock | 303 | $44,380 | 307 | 0.00 | 307 | +Inf | 03-31-2024 | |
EAGLE BAY ADVISORS LLC | equities | Liquidated | $0 | 0 | 0.00 | 279 | +Inf | 12-31-2023 |