Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KBC GROUP NV | COM | 451 | $64,000 | 757 | 0.00 | 757 | +Inf | 12-31-2023 | |
WINCH ADVISORY SERVICES LLC | COM | 452 | $59,733 | 708 | 0.00 | 0.02 | 0 | 0.00 | 12-31-2023 |
ASSET DEDICATION LLC | Equities | 453 | $65,000 | 674 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIFTH THIRD BANCORP | COM | 454 | $63,583 | 653 | 0.00 | 0.00 | 43 | 7.05 | 03-31-2024 |