Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | SHS | 601 | $725,895 | 4,926 | 0.00 | 4,926 | +Inf | 03-31-2024 | |
GOTHAM ASSET MANAGEMENT LLC | SHS | 602 | $481,000 | 4,896 | 0.02 | 0.01 | 959 | 24.36 | 06-30-2022 |
TEAMWORK FINANCIAL ADVISORS LLC | SHS | 603 | $621,324 | 4,834 | 0.00 | 0.00 | -119 | -2.40 | 12-31-2023 |
SYNTAX ADVISORS LLC | SHS | 604 | $504,224 | 4,793 | 0.00 | 0.00 | 148 | 3.19 | 09-30-2023 |