Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC | COM | 601 | $436,095 | 3,299 | 0.00 | 3,299 | +Inf | 06-30-2023 | |
CIBC ASSET MANAGEMENT INC | COM | 602 | $731,470 | 3,253 | 0.00 | 0.00 | -122 | -3.61 | 03-31-2024 |
AE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 889 | 37.80 | 03-31-2024 |
BLAIR WILLIAM & CO/IL | COM | 604 | $724,724 | 3,223 | 0.00 | 0.00 | -2,011 | -38.42 | 03-31-2024 |