Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US BANCORP \DE\ | COM NEW | 451 | $35,790 | 2,212 | 0.00 | 0.00 | 445 | 25.18 | 12-31-2023 |
SIGNATUREFD LLC | COM NEW | 452 | $25,686 | 1,634 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STATE OF WYOMING | COM NEW | 453 | $25,632 | 1,595 | 0.00 | 0.04 | -7,199 | -81.86 | 06-30-2023 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM NEW | 454 | $21,034 | 1,300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |