Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINNERET ADVISORY LLC | COM | 701 | $390,018 | 1,747 | 0.00 | 0.00 | -16 | -0.91 | 03-31-2024 |
WALDRON PRIVATE WEALTH LLC | COM | 702 | $387,785 | 1,737 | 0.00 | 0.02 | 1 | 0.06 | 03-31-2024 |
DIVERSIFY ADVISORY SERVICES LLC | COM | 703 | $387,910 | 1,735 | 0.00 | 1,735 | +Inf | 03-31-2024 | |
SHELL ASSET MANAGEMENT CO | COM | 704 | $382,000 | 1,711 | 0.02 | 1,711 | +Inf | 03-31-2024 |