Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MITSUBISHI UFJ TRUST & BANKING CORP | COM | 451 | $408,801 | 6,545 | 0.00 | 0.00 | -863 | -11.65 | 03-31-2024 |
CAPULA MANAGEMENT LTD | COM | 452 | $411,394 | 6,409 | 0.00 | 6,409 | +Inf | 03-31-2024 | |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 453 | $407,678 | 6,351 | 0.00 | 0.00 | 1,212 | 23.58 | 03-31-2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 6,274 | +Inf | 12-31-2023 |