Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ITAU UNIBANCO HOLDING SA | COM | 351 | $85,059 | 1,478 | 0.00 | 0.00 | -116 | -7.28 | 12-31-2023 |
CLEAN YIELD GROUP | Stock | 352 | $69,060 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | 353 | $66,230 | 1,151 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RITTER DANIHER FINANCIAL ADVISORY LLC | COM | 354 | $59,000 | 1,151 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2022 |