Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY LTD | COM | 301 | $8,467,758 | 68,349 | 0.00 | 0.00 | 2,974 | 4.55 | 03-31-2024 |
COMMONWEALTH EQUITY SERVICES LLC | COM | 302 | $8,434,000 | 68,072 | 0.01 | 0.01 | 969 | 1.44 | 03-31-2024 |
JANUS HENDERSON GROUP PLC | COM | 303 | $6,629,818 | 67,887 | 0.00 | 0.00 | -37,065 | -35.32 | 12-31-2023 |
CREATIVE PLANNING | COM | 304 | $6,622,621 | 67,820 | 0.00 | 0.00 | 12,785 | 23.23 | 12-31-2023 |