Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARAMETRIC PORTFOLIO ASSOCIATES LLC | REIT | 51 | $5,002,000 | 220,665 | 0.00 | 0.00 | -3,388 | -1.51 | 03-31-2022 |
JPMORGAN CHASE & CO | COMMON | 52 | $916,648 | 213,671 | 0.00 | 0.00 | 88,436 | 70.62 | 03-31-2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES LLC | COM SHS BEN INT | 53 | $821,664 | 191,530 | 0.00 | 0.00 | -20,701 | -9.75 | 03-31-2024 |
ROYAL BANK OF CANADA | COM SHS BEN INT | 54 | $553,000 | 180,085 | 0.00 | 0.00 | 14,153 | 8.53 | 03-31-2023 |