Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORS ASSET MANAGEMENT INC | COM | 351 | $7,577,820 | 32,927 | 0.00 | 0.00 | 28,419 | 630.41 | 03-31-2024 |
GREYSTONE FINANCIAL GROUP LLC | COM | 352 | $7,512,510 | 32,643 | 0.00 | 0.00 | -5,495 | -14.41 | 03-31-2024 |
STANSBERRY ASSET MANAGEMENT LLC | COM | 353 | $5,641,692 | 32,487 | 0.00 | 0.00 | -30 | -0.09 | 06-30-2023 |
GATEWAY INVESTMENT ADVISERS LLC | COM | 354 | $7,432,040 | 32,294 | 0.00 | 0.00 | -4,727 | -12.77 | 03-31-2024 |