Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 79 | +Inf | 12-31-2023 | |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 552 | $6,088 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NEXT FINANCIAL GROUP INC | COM | 553 | $6,000 | 74 | 0.00 | 0.00 | -2 | -2.63 | 06-30-2021 |
JONES FINANCIAL COMPANIES LLLP | COM | 554 | $6,239 | 74 | 0.00 | 74 | +Inf | 12-31-2023 |