Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IQ EQ FUND MANAGEMENT (IRELAND) LTD | COM NEW | 751 | $230,324 | 3,025 | 0.00 | 3,025 | +Inf | 03-31-2024 | |
SMARTLEAF ASSET MANAGEMENT LLC | COM NEW | 752 | $262,355 | 3,021 | 0.00 | 3,021 | +Inf | 12-31-2023 | |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM NEW | 753 | $228,485 | 3,001 | 0.00 | 0.00 | -38 | -1.25 | 03-31-2024 |
BROWN MILLER WEALTH MANAGEMENT LLC | COM NEW | 754 | $228,000 | 3,000 | 0.10 | 0.13 | 0 | 0.00 | 03-31-2024 |