Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERSONAL CFO SOLUTIONS LLC | COM | 401 | $374,721 | 4,883 | 0.00 | 0.00 | 90 | 1.88 | 12-31-2023 |
TORONTO DOMINION BANK | COM | 402 | $374,135 | 4,876 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FULTON BANK NA | COM | 403 | $498,425 | 4,857 | 0.00 | 4,857 | +Inf | 03-31-2024 | |
SIMON QUICK ADVISORS LLC | COM | 404 | $496,783 | 4,841 | 0.00 | 4,841 | +Inf | 03-31-2024 |