Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM SER A | 501 | $457 | 8 | 0.00 | 0.00 | -73 | -90.12 | 03-31-2024 |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM SER A | 503 | $400 | 7 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TORONTO DOMINION BANK | COM | 504 | $403 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |