Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERGANKDV WEALTH MANAGEMENT LLC | CL A | 651 | $4,569 | 116 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 652 | $4,411 | 102 | 0.00 | 0.00 | 42 | 70.00 | 03-31-2024 |
ALLWORTH FINANCIAL LP | CL A | 653 | $3,978 | 101 | 0.00 | 0.00 | 6 | 6.32 | 06-30-2023 |
WHITTIER TRUST CO OF NEVADA INC | US SMALL-CAP EQUITIES | 654 | $4,322 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |