Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OXFORD FINANCIAL GROUP LTD LLC | COM | 351 | $237,268 | 4,718 | 0.00 | 0.00 | 21 | 0.45 | 03-31-2024 |
PICTET ASSET MANAGEMENT LTD | COM | 352 | $204,000 | 4,623 | 0.00 | 0.00 | -1,977 | -29.95 | 06-30-2021 |
MACKENZIE FINANCIAL CORP | COM | 353 | $228,015 | 4,534 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STATE OF WYOMING | COM | 354 | $229,940 | 4,484 | 0.00 | 4,484 | +Inf | 06-30-2023 |