Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WCM INVESTMENT MANAGEMENT LLC | COM | 451 | $1,205,328 | 2,836 | 0.00 | 0.00 | 63 | 2.27 | 03-31-2024 |
CHICAGO TRUST CO NA | COM | 452 | $1,197,677 | 2,818 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GUGGENHEIM CAPITAL LLC | COM | 453 | $1,060,726 | 2,747 | 0.00 | 0.00 | 36 | 1.33 | 09-30-2023 |
SUMMIT TRAIL ADVISORS LLC | COM | 454 | $1,166,652 | 2,745 | 0.00 | 0.00 | 271 | 10.95 | 03-31-2024 |