Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | RET | Liquidated | $0 | 0 | 0.00 | 0.00 | 169 | 238.03 | 12-31-2023 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | COM | 752 | $11,696 | 237 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LGT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 236 | +Inf | 12-31-2023 | |
EVERSOURCE WEALTH ADVISORS LLC | REIT | 754 | $11,570 | 234 | 0.00 | 0.00 | -868 | -78.77 | 12-31-2023 |