Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 551 | $1,343,900 | 13,889 | 0.00 | 0.00 | -56,450 | -80.25 | 03-31-2024 |
EAGLE ASSET MANAGEMENT INC | Common Stock | 552 | $1,316,675 | 13,633 | 0.00 | 0.00 | -2,676 | -16.41 | 03-31-2024 |
ING GROEP NV | COM | 553 | $1,293,089 | 13,590 | 0.00 | 0.00 | 11,141 | 454.92 | 06-30-2023 |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 554 | $1,295,313 | 13,387 | 0.00 | 0.00 | -1,553 | -10.39 | 03-31-2024 |