Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NIA IMPACT ADVISORS LLC | SPON ADR NEW | 601 | $1,200,787 | 23,925 | 0.00 | 23,925 | +Inf | 03-31-2024 | |
DODGE & COX | SPON ADR NEW | 602 | $1,199,541 | 23,900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RIVER WEALTH ADVISORS LLC | SPON ADR NEW | 603 | $1,197,820 | 23,866 | 0.00 | 0.00 | -801 | -3.25 | 03-31-2024 |
INSIGNEO ADVISORY SERVICES LLC | SPON ADR NEW | 604 | $1,186,843 | 23,647 | 0.00 | 0.00 | 286 | 1.22 | 03-31-2024 |