Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AE WEALTH MANAGEMENT LLC | COM | 401 | $383,674 | 2,943 | 0.00 | 0.00 | -17,964 | -85.92 | 03-31-2024 |
UTAH RETIREMENT SYSTEMS | COM | 402 | $378,131 | 2,900 | 0.00 | 0.00 | -100 | -3.33 | 03-31-2024 |
BOND & DEVICK FINANCIAL NETWORK INC | COM | 403 | $373,959 | 2,868 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVISO WEALTH MANAGEMENT | COM | 404 | $354,312 | 2,850 | 0.00 | 2,850 | +Inf | 12-31-2023 |