Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE PLANNING | COM | 451 | $1,047,808 | 28,582 | 0.00 | 0.00 | -2,866 | -9.11 | 12-31-2023 |
CULLINAN ASSOCIATES INC | COM | 452 | $1,059,656 | 27,438 | 0.00 | 0.00 | -5,393 | -16.43 | 03-31-2024 |
BALANCED WEALTH GROUP LLC | COM | 453 | $1,045,257 | 26,236 | 0.00 | 26,236 | +Inf | 03-31-2024 | |
RAILWAY PENSION INVESTMENTS LTD | COM | 454 | $934,830 | 25,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |