Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRUDENTIAL PLC | SH BEN INT | 501 | $494,596 | 4,543 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | SH BEN INT | 502 | $425,997 | 4,504 | 0.00 | 0.00 | -809 | -15.23 | 09-30-2023 |
INSPIRE INVESTING LLC | SH BEN INT | 503 | $443,715 | 4,469 | 0.00 | 0.00 | 596 | 15.39 | 12-31-2023 |
ETF MANAGERS GROUP LLC | REIT | 504 | $485,783 | 4,342 | 0.00 | 0.02 | 200 | 4.83 | 12-31-2022 |