Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL INVESTMENT ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | COM | 702 | $1,000 | 42 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
MOISAND FITZGERALD TAMAYO LLC | COM | 703 | $332 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MIZUHO SECURITIES CO LTD | COM | 704 | $4,000 | 40 | 0.00 | 0.00 | -1 | -2.44 | 09-30-2021 |