Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUMANKIND INVESTMENTS LLC | COM | 3901 | $693,838 | 4,079 | 0.00 | 0.00 | -474 | -10.41 | 12-31-2023 |
FRANK RIMERMAN ADVISORS LLC | COM | 3902 | $592,813 | 4,076 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ASB CONSULTORES LLC | COM | 3903 | $693,287 | 4,076 | 0.00 | 0.00 | -7,610 | -65.12 | 12-31-2023 |
MILESTONE ASSET MANAGEMENT LLC | COM | 3904 | $816,223 | 4,075 | 0.00 | 0.00 | 1,722 | 73.18 | 03-31-2024 |