Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM SER C | 751 | $45,000 | 612 | 0.00 | 612 | +Inf | 09-30-2022 | |
WESTPAC BANKING CORP | COM SER C | 752 | $33,365 | 583 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DELTA ASSET MANAGEMENT LLC/TN | COM SER C | 753 | $50,865 | 557 | 0.00 | 0.00 | -58 | -9.43 | 09-30-2023 |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 754 | $31,190 | 545 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |