Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGT FINANCIAL ADVISORS LLC | SHS USD | Liquidated | $0 | 0 | 0.00 | 87 | +Inf | 12-31-2023 | |
WHITTIER TRUST CO | US MID-CAP EQUITIES | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 6.25 | 12-31-2023 |
WHITTIER TRUST CO OF NEVADA INC | US MID-CAP EQUITIES | 753 | $9,633 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MONTAG A & ASSOCIATES INC | SHS USD | 754 | $9,634 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |