Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | SPONSORED ADR | 501 | $5,118 | 13 | 0.00 | 0.00 | 7 | 116.67 | 03-31-2024 |
SMARTLEAF ASSET MANAGEMENT LLC | SPONSORED ADR | 502 | $4,562 | 12 | 0.00 | 12 | +Inf | 12-31-2023 | |
BLUE TRUST INC | SPONSORED ADR | 503 | $3,937 | 10 | 0.00 | 0.00 | -22 | -68.75 | 03-31-2024 |
JSAFRA ASSET MANAGEMENT CORP | SPONSORED ADR | 504 | $3,937 | 10 | 0.00 | 10 | +Inf | 03-31-2024 |