Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CERITY PARTNERS LLC | Equities | 351 | $1,464,048 | 5,024 | 0.00 | 5,024 | +Inf | 03-31-2024 | |
MILESTONE ASSET MANAGEMENT LLC | COM | 352 | $1,438,988 | 4,937 | 0.00 | 4,937 | +Inf | 03-31-2024 | |
CAPTRUST FINANCIAL ADVISORS | Stock | 353 | $1,428,065 | 4,900 | 0.00 | 0.00 | 1,994 | 68.62 | 03-31-2024 |
IFM INVESTORS PTY LTD | COM | Liquidated | $1,406,051 | 4,824 | 0.00 | 0.00 | 4,824 | +Inf | 03-31-2024 |