Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IFP ADVISORS INC | cs | 501 | $231,342 | 1,214 | 0.00 | 0.00 | -6 | -0.49 | 12-31-2023 |
FIFTH THIRD BANCORP | COM | 502 | $395,315 | 1,214 | 0.00 | 0.00 | 103 | 9.27 | 03-31-2024 |
M&T BANK CORP | COM | 503 | $395,083 | 1,212 | 0.00 | 1,212 | +Inf | 03-31-2024 | |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 504 | $394,338 | 1,211 | 0.00 | 0.00 | -22 | -1.78 | 03-31-2024 |