Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GEN-WEALTH PARTNERS INC | Stock | 351 | $1,874,165 | 118,543 | 0.00 | 118,543 | +Inf | 03-31-2024 | |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 352 | $1,869,098 | 118,223 | 0.00 | 0.00 | 29,611 | 33.42 | 03-31-2024 |
MOORS & CABOT INC | COM | 353 | $1,833,498 | 115,971 | 0.00 | 0.00 | -4,123 | -3.43 | 03-31-2024 |
JANUS HENDERSON GROUP PLC | COM | 354 | $1,665,755 | 115,639 | 0.00 | 0.00 | -13,438 | -10.41 | 12-31-2023 |