Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUANTAMENTAL TECHNOLOGIES LLC | COM | 551 | $996,282 | 2,844 | 0.00 | 0.00 | 113 | 4.14 | 06-30-2023 |
WEALTHFRONT ADVISERS LLC | COM | 552 | $1,353,742 | 2,840 | 0.00 | 0.00 | -124 | -4.18 | 03-31-2024 |
FORTEM FINANCIAL GROUP LLC | COM | 553 | $1,345,639 | 2,823 | 0.00 | 0.00 | 1,656 | 141.90 | 03-31-2024 |
MAIN STREET FINANCIAL SOLUTIONS LLC | COM | 554 | $1,270,777 | 2,817 | 0.00 | 0.00 | -205 | -6.78 | 12-31-2023 |