Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | Liquidated | $0 | 0 | 0.03 | 0.03 | -175 | -3.96 | 03-31-2024 |
ASSETMARK INC | COM | 402 | $1,531,593 | 4,239 | 0.00 | 0.00 | 1,221 | 40.46 | 12-31-2023 |
DONOGHUE FORLINES LLC | COM | 403 | $1,649,072 | 4,014 | 0.00 | 0.00 | 367 | 10.06 | 03-31-2024 |
PEOPLE'S UNITED FINANCIAL INC | COM | 404 | $1,310,000 | 3,926 | 0.04 | 0.03 | -1,102 | -21.92 | 03-31-2022 |