Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN PRIVATE WEALTH LLC | COM | 751 | $37,364 | 400 | 0.00 | 400 | +Inf | 12-31-2023 | |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 752 | $55,363 | 385 | 0.00 | 0.00 | 100 | 35.09 | 03-31-2024 |
ROBECO INSTITUTIONAL ASSET MANAGEMENT BV | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,052 | -95.49 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 754 | $45,441 | 316 | 0.00 | 0.00 | -177 | -35.90 | 03-31-2024 |