Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 451 | $31,000 | 333 | 0.00 | 0.00 | -6 | -1.77 | 03-31-2024 |
AGF INVESTMENTS LLC | COM | 452 | $19,000 | 321 | 0.00 | 321 | +Inf | 09-30-2022 | |
TRUST CO OF VERMONT | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FIFTH THIRD BANCORP | COM | 454 | $27,771 | 294 | 0.00 | 0.00 | 44 | 17.60 | 03-31-2024 |