Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VITALSTONE FINANCIAL LLC | ADR | Liquidated | $0 | 0 | 0.01 | 39 | +Inf | 12-31-2023 | |
WHITTIER TRUST CO OF NEVADA INC | NON-US EQUITY (DEVELOPED) | 652 | $9,641 | 37 | 0.00 | 0.00 | -50 | -57.47 | 03-31-2024 |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | ADR | 653 | $9,382 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHCOLLAB LLC | SPONSORED ADR | 654 | $6,983 | 35 | 0.00 | 35 | +Inf | 12-31-2023 |