Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUSTOM INDEX SYSTEMS LLC | CL A | 3251 | $416,707 | 977 | 0.00 | 977 | +Inf | 12-31-2023 | |
AVITY INVESTMENT MANAGEMENT INC | COM | 3252 | $469,531 | 975 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COHEN & STEERS INC | COM | 3253 | $383,000 | 973 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ATLAS PRIVATE WEALTH ADVISORS | CL A | 3254 | $412,960 | 968 | 0.00 | 968 | +Inf | 12-31-2023 |