Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 401 | $182,315 | 8,563 | 0.00 | 0.00 | 44 | 0.52 | 12-31-2023 |
GREENLEAF TRUST | CL A | 402 | $215,541 | 8,306 | 0.00 | 8,306 | +Inf | 03-31-2024 | |
NATIONAL BANK OF CANADA /FI/ | CL A | 403 | $214,120 | 8,280 | 0.00 | 0.00 | 480 | 6.15 | 03-31-2024 |
SHELTON CAPITAL MANAGEMENT | CL A | 404 | $211,882 | 8,165 | 0.00 | 8,165 | +Inf | 03-31-2024 |