Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | COM | 502 | $7,462 | 79 | 0.00 | 0.00 | 28 | 54.90 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 74 | +Inf | 03-31-2022 | |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 504 | $7,057 | 74 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |