Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NATIXIS | COM | 751 | $731,053 | 5,578 | 0.00 | 0.00 | 398 | 7.68 | 09-30-2023 |
COLUMBIA ASSET MANAGEMENT | COM | 752 | $791,000 | 5,545 | 0.16 | 0.16 | 0 | 0.00 | 03-31-2024 |
LECAP ASSET MANAGEMENT LTD | COM | 753 | $845,627 | 5,523 | 0.00 | 5,523 | +Inf | 03-31-2024 | |
SIGNATUREFD LLC | COM | 754 | $841,952 | 5,499 | 0.00 | 0.00 | 63 | 1.16 | 03-31-2024 |