Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 451 | $67,750 | 3,420 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 452 | $62,000 | 3,286 | 0.00 | 3,286 | +Inf | 09-30-2022 | |
OPTIMUM INVESTMENT ADVISORS | COM | 453 | $59,430 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Common Stock | 454 | $58,241 | 2,940 | 0.00 | 2,940 | +Inf | 03-31-2024 |