Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COMMON | 51 | $1,299,152 | 60,007 | 0.00 | 0.00 | 24,198 | 67.58 | 03-31-2024 |
EA SERIES TRUST | COM | 52 | $1,549,408 | 56,077 | 0.00 | 56,077 | +Inf | 06-30-2023 | |
SEI INVESTMENTS CO | COM | 53 | $1,191,840 | 55,050 | 0.00 | 0.00 | -1,483 | -2.62 | 03-31-2024 |
EMPOWERED FUNDS LLC | COM | 54 | $1,187,806 | 54,864 | 0.00 | 0.00 | 25,505 | 86.87 | 03-31-2024 |