Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIAWEALTH LLC | COM | 351 | $728,088 | 25,387 | 0.00 | 0.00 | 4,387 | 20.89 | 12-31-2023 |
C2C WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -923 | -3.52 | 03-31-2024 |
AMERITAS INVESTMENT PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,324 | -11.82 | 12-31-2023 |
UNISUPER MANAGEMENT PTY LTD | COM | 354 | $719,801 | 24,693 | 0.00 | 24,693 | +Inf | 03-31-2024 |