Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST BANCSHARES INC | COM | 3851 | $201,828 | 4,810 | 0.00 | 4,810 | +Inf | 03-31-2024 | |
VIEWPOINT CAPITAL MANAGEMENT LLC | COM | 3852 | $201,573 | 4,804 | 0.00 | 4,804 | +Inf | 03-31-2024 | |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 3853 | $180,940 | 4,799 | 0.00 | 0.00 | -409 | -7.85 | 12-31-2023 |
CASTLEVIEW PARTNERS LLC | COM | 3854 | $180,822 | 4,796 | 0.00 | 0.00 | 1,076 | 28.92 | 12-31-2023 |