Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLD NATIONAL BANCORP /IN/ | SPONSORED ADR | 551 | $287,740 | 16,048 | 0.00 | 0.00 | 110 | 0.69 | 03-31-2024 |
CHEVY CHASE TRUST HOLDINGS LLC | SPONSORED ADR | 552 | $294,080 | 16,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | SPONSORED ADR | 553 | $281,017 | 15,673 | 0.00 | 0.00 | 869 | 5.87 | 03-31-2024 |
FINANCIAL & TAX ARCHITECTS LLC | SPONSORED ADR | 554 | $284,612 | 15,485 | 0.00 | 15,485 | +Inf | 12-31-2023 |