Institutional Owners for FDS
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CRESSET ASSET MANAGEMENT LLC COM 501 $868,000 2,166 0.00 2,166 +Inf 06-30-2023
WEALTHFRONT ADVISERS LLC COM 502 $976,484 2,149 0.00 0.00 -62 -2.80 03-31-2024
MCDONALD PARTNERS LLC COM 503 $970,813 2,137 0.00 0.00 2 0.09 03-31-2024
ARKADIOS WEALTH ADVISORS Stock 504 $964,870 2,123 0.00 0.00 -113 -5.05 03-31-2024
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