Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHFRONT ADVISERS LLC | COM | 451 | $312,037 | 8,341 | 0.00 | 0.00 | 1,206 | 16.90 | 03-31-2024 |
MERCER GLOBAL ADVISORS INC /ADV | COM | 452 | $351,000 | 8,166 | 0.00 | 0.00 | 568 | 7.48 | 06-30-2023 |
CORIENT PRIVATE WEALTH LLC | COM | 453 | $302,804 | 8,094 | 0.00 | 0.00 | 2,788 | 52.54 | 03-31-2024 |
FINER WEALTH MANAGEMENT INC | COM | 454 | $301,674 | 8,064 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |