Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 501 | $233,242 | 6,235 | 0.00 | 0.00 | -333 | -5.07 | 03-31-2024 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 502 | $230,205 | 6,154 | 0.00 | 0.00 | -101 | -1.61 | 03-31-2024 |
TIAA FSB | Closed-end REIT | 503 | $259,307 | 6,036 | 0.00 | 0.00 | -5,777 | -48.90 | 06-30-2023 |
TIAA TRUST NATIONAL ASSOCIATION | Closed-end REIT | 504 | $225,769 | 6,035 | 0.00 | 0.00 | 2 | 0.03 | 03-31-2024 |