Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 701 | $33,525 | 7,450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINDBROOK CAPITAL LLC | ADR | 702 | $32,306 | 7,179 | 0.00 | 0.00 | 1,403 | 24.29 | 03-31-2024 |
IFP ADVISORS INC | cs | 703 | $61,421 | 6,772 | 0.00 | 0.00 | 67 | 1.00 | 12-31-2023 |
WAHED INVEST LLC | SPON ADS | 704 | $104,000 | 6,597 | 0.06 | 6,597 | +Inf | 09-30-2022 |