Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PNC FINANCIAL SERVICES GROUP INC | COM | 451 | $80,834 | 3,332 | 0.00 | 0.00 | 3,013 | 944.51 | 03-31-2024 |
LAZARD ASSET MANAGEMENT LLC | Common Stock | 452 | $70,000 | 2,911 | 0.00 | 2,911 | +Inf | 12-31-2023 | |
SYSTM WEALTH SOLUTIONS LLC | COM | 453 | $70,148 | 2,891 | 0.00 | 0.00 | -76 | -2.56 | 03-31-2024 |
KBC GROUP NV | COM | 454 | $64,000 | 2,618 | 0.00 | 0.00 | 776 | 42.13 | 03-31-2024 |