Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIFTH THIRD BANCORP | COM | 501 | $1,150 | 30 | 0.00 | 0.00 | -30 | -50.00 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 29 | +Inf | 12-31-2023 | |
FEDERATED HERMES INC | COM | 503 | $1,748 | 26 | 0.00 | 0.00 | -2 | -7.14 | 12-31-2023 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 504 | $1,351 | 25 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |