Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LRI INVESTMENTS LLC | Stock | 701 | $42,862 | 240 | 0.00 | 240 | +Inf | 03-31-2024 | |
INDEXIQ ADVISORS LLC | CL B | 702 | $34,000 | 237 | 0.00 | 0.00 | -42 | -15.05 | 03-31-2022 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 703 | $35,977 | 236 | 0.00 | 0.00 | -31 | -11.61 | 12-31-2023 |
MITSUBISHI UFJ TRUST & BANKING CORP | CL B | 704 | $38,371 | 219 | 0.00 | 0.00 | -19 | -7.98 | 03-31-2024 |