Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 18,185 | +Inf | 03-31-2024 | |
FREEDOM INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 18,167 | +Inf | 03-31-2024 | |
CREATIVE PLANNING | COM | 303 | $11,384 | 18,163 | 0.00 | 0.00 | -22,357 | -55.18 | 12-31-2023 |
TWO SIGMA SECURITIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,019 | 40.84 | 03-31-2024 |