Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | Stock | 401 | $51,643 | 537 | 0.00 | 0.00 | -78 | -12.68 | 12-31-2023 |
NISA INVESTMENT ADVISORS LLC | XXX | 402 | $47,700 | 496 | 0.00 | 0.00 | -784 | -61.25 | 12-31-2023 |
FIFTH THIRD BANCORP | COM | 403 | $40,437 | 386 | 0.00 | 0.00 | -7 | -1.78 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 404 | $40,333 | 385 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |