Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | COM | 601 | $21,712 | 295 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | 602 | $21,000 | 280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COVESTOR LTD | COMMON | 603 | $20,000 | 280 | 0.01 | 0.01 | 44 | 18.64 | 03-31-2024 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | Liquidated | $0 | 0 | 0.00 | 260 | +Inf | 03-31-2024 |