Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | CL A | 601 | $14,950 | 520 | 0.00 | 520 | +Inf | 09-30-2022 | |
BLUE TRUST INC | CL A | 602 | $19,363 | 448 | 0.00 | 0.00 | -2 | -0.44 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | CL A | 603 | $19,020 | 440 | 0.00 | 0.00 | 48 | 12.24 | 03-31-2024 |
NOMURA ASSET MANAGEMENT CO LTD | CL A | 604 | $11,000 | 380 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |