Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRANE ADVISORY LLC | COM | 651 | $457,859 | 6,555 | 0.00 | 0.00 | 1 | 0.02 | 03-31-2024 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 652 | $456,923 | 6,460 | 0.00 | 0.00 | 183 | 2.92 | 03-31-2024 |
TIAA FSB | Common / Ordinary Stock | 653 | $447,744 | 6,447 | 0.00 | 0.00 | 12 | 0.19 | 06-30-2023 |
FIRST TRUST DIRECT INDEXING LP | COM | 654 | $447,397 | 6,442 | 0.00 | 0.00 | 594 | 10.16 | 06-30-2023 |