Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMUNDI | COMMSTCK | 501 | $25,643 | 213 | 0.00 | 0.00 | -3 | -1.39 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEW YORK STATE COMMON RETIREMENT FUND | Common Stock | 503 | $24,000 | 198 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHCOLLAB LLC | COM | 504 | $21,919 | 182 | 0.00 | 0.00 | 21 | 13.04 | 03-31-2024 |