Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARALLEL ADVISORS LLC | REIT | 551 | $133,474 | 2,204 | 0.00 | 0.00 | 1,646 | 294.98 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 552 | $128,583 | 2,100 | 0.00 | 0.00 | -500 | -19.23 | 03-31-2024 |
WAHED INVEST LLC | COM | 553 | $105,000 | 1,953 | 0.06 | 1,953 | +Inf | 09-30-2022 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 554 | $128,506 | 1,918 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |