Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 65 | 65.66 | 12-31-2023 |
CRITERION CAPITAL ADVISORS LLC | COM | 652 | $13,989 | 160 | 0.00 | 160 | +Inf | 03-31-2024 | |
PARKSIDE FINANCIAL BANK & TRUST | COM | 653 | $13,640 | 156 | 0.00 | 0.00 | 3 | 1.96 | 03-31-2024 |
AMUNDI | COMMSTCK | 654 | $11,127 | 151 | 0.00 | 0.00 | 6 | 4.14 | 09-30-2023 |