Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFESTEPS FINANCIAL INC | Stock | 501 | $15,011 | 150 | 0.00 | 150 | +Inf | 03-31-2024 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 502 | $14,009 | 140 | 0.00 | 140 | +Inf | 03-31-2024 | |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | SHS | 503 | $12,509 | 125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HARVEST FUND MANAGEMENT CO LTD | COM | 504 | $12,000 | 119 | 0.00 | 0.00 | -248 | -67.57 | 03-31-2024 |