Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST TRUST DIRECT INDEXING LP | COM | 651 | $504,602 | 934 | 0.00 | 0.00 | 66 | 7.60 | 06-30-2023 |
BANQUE PICTET & CIE SA | COM | 652 | $427,350 | 925 | 0.00 | 0.00 | 239 | 34.84 | 09-30-2023 |
INSIGNEO ADVISORY SERVICES LLC | COM | 653 | $582,506 | 922 | 0.00 | 922 | +Inf | 12-31-2023 | |
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | COM | 654 | $621,000 | 917 | 0.01 | 0.01 | 299 | 48.38 | 03-31-2024 |