Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VCI WEALTH MANAGEMENT LLC | COM | 651 | $752,199 | 9,462 | 0.00 | 9,462 | +Inf | 12-31-2023 | |
COPPERWYND FINANCIAL LLC | COM | 652 | $781,447 | 9,391 | 0.00 | 0.00 | -403 | -4.11 | 03-31-2024 |
MARION WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 408 | 4.57 | 12-31-2023 |
ONTARIO TEACHERS PENSION PLAN BOARD | COM | 654 | $799,183 | 9,321 | 0.00 | 0.00 | 2,297 | 32.70 | 09-30-2023 |