Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IMPACTFOLIO LLC | COM | 4501 | $2,493,458 | 7,897 | 0.00 | 0.00 | -140 | -1.74 | 09-30-2023 |
VERUM PARTNERS LLC | COM | 4502 | $3,317,199 | 7,885 | 0.00 | 0.00 | 224 | 2.92 | 03-31-2024 |
ELEMENT POINTE ADVISORS LLC | COM | 4503 | $2,961,691 | 7,876 | 0.00 | 0.00 | 718 | 10.03 | 12-31-2023 |
INTERCHANGE CAPITAL PARTNERS LLC | COM | 4504 | $2,964,083 | 7,874 | 0.00 | 0.00 | -2,331 | -22.84 | 12-31-2023 |