Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | CL A | 351 | $19,000 | 975 | 0.00 | 975 | +Inf | 09-30-2022 | |
FISHER ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NISA INVESTMENT ADVISORS LLC | XXX | 353 | $8,613 | 870 | 0.00 | 0.00 | -15 | -1.69 | 12-31-2023 |
COVESTOR LTD | CLASS A | 354 | $8,000 | 862 | 0.01 | 0.00 | 847 | 5646.67 | 03-31-2024 |