Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHECCHI CAPITAL ADVISERS LLC | CL A | 701 | $303,380 | 1,400 | 0.00 | 0.00 | -589 | -29.61 | 03-31-2024 |
FIRST TRUST DIRECT INDEXING LP | CL A | 702 | $323,305 | 1,395 | 0.00 | 0.00 | -722 | -34.10 | 06-30-2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | CL A | 703 | $350,142 | 1,380 | 0.00 | 0.00 | -160 | -10.39 | 12-31-2023 |
NEWEDGE WEALTH LLC | CL A | 704 | $267,208 | 1,378 | 0.00 | 1,378 | +Inf | 03-31-2024 |