Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COMMON | 51 | $454,787 | 92,062 | 0.00 | 0.00 | 43,196 | 88.40 | 03-31-2024 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | Common Stock | 52 | $272,000 | 91,409 | 0.00 | 0.00 | 50,139 | 121.49 | 03-31-2022 |
NUVEEN ASSET MANAGEMENT LLC | COM | 53 | $406,394 | 82,266 | 0.00 | 0.00 | 4,395 | 5.64 | 03-31-2024 |
SHAY CAPITAL LLC | COM | 54 | $395,200 | 80,000 | 0.00 | 0.00 | -10,000 | -11.11 | 03-31-2024 |