Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $30,936 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 502 | $35,000 | 800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 503 | $30,459 | 793 | 0.00 | 0.00 | -4,615 | -85.34 | 03-31-2024 |
SMITHFIELD TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 763 | +Inf | 12-31-2023 |