Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHELTON CAPITAL MANAGEMENT | COM NEW | 601 | $3,751,857 | 38,795 | 0.00 | 0.00 | -4,800 | -11.01 | 03-31-2024 |
CINCINNATI FINANCIAL CORP | COMMON | 602 | $3,750,801 | 38,784 | 0.00 | 0.00 | -271,216 | -87.49 | 03-31-2024 |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 603 | $3,700,664 | 38,263 | 0.00 | 0.00 | 6,441 | 20.24 | 03-31-2024 |
TIAA TRUST NATIONAL ASSOCIATION | Common / Ordinary Stock | 604 | $3,698,771 | 38,246 | 0.00 | 0.00 | -643 | -1.65 | 03-31-2024 |