Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OSAIC HOLDINGS INC | COM | 401 | $194,667 | 6,818 | 0.00 | 0.00 | -5,067 | -42.63 | 12-31-2023 |
SHELTON CAPITAL MANAGEMENT | COM | 402 | $225,989 | 6,752 | 0.00 | 0.00 | -380 | -5.33 | 03-31-2024 |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 403 | $209,488 | 6,259 | 0.00 | 6,259 | +Inf | 03-31-2024 | |
CORIENT PRIVATE WEALTH LLC | COM | 404 | $205,104 | 6,128 | 0.00 | 6,128 | +Inf | 03-31-2024 |