Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | CL A | 451 | $42,792 | 1,649 | 0.00 | 1,649 | +Inf | 03-31-2024 | |
LINDBROOK CAPITAL LLC | Stock | 452 | $42,740 | 1,647 | 0.00 | 0.00 | 571 | 53.07 | 03-31-2024 |
NISA INVESTMENT ADVISORS LLC | XXX | 453 | $34,916 | 1,640 | 0.00 | 0.00 | -2,225 | -57.57 | 12-31-2023 |
CWM LLC | CL A | 454 | $43,000 | 1,640 | 0.00 | 0.00 | -123 | -6.98 | 03-31-2024 |