Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 601 | $14,000 | 343 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CI INVESTMENTS INC | COM | 602 | $14,000 | 336 | 0.00 | 336 | +Inf | 03-31-2024 | |
COVESTOR LTD | COMMON | 603 | $14,000 | 322 | 0.01 | 0.01 | -129 | -28.60 | 03-31-2024 |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -269 | -46.30 | 12-31-2023 |