Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOS ANGELES CAPITAL MANAGEMENT LLC | COM | 451 | $470,059 | 2,335 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRINKER CAPITAL INVESTMENTS LLC | COM | 452 | $265,785 | 2,329 | 0.00 | 2,329 | +Inf | 12-31-2022 | |
PATHSTONE FAMILY OFFICE LLC | COM | 453 | $372,553 | 2,277 | 0.00 | 2,277 | +Inf | 06-30-2023 | |
CREATIVE PLANNING | COM | 454 | $394,742 | 2,262 | 0.00 | 0.00 | -150 | -6.22 | 12-31-2023 |