Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MITSUBISHI UFJ TRUST & BANKING CORP | CL A COM | 751 | $74,767 | 3,886 | 0.00 | 0.00 | 3,154 | 430.87 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | LYFT | 752 | $57,022 | 3,804 | 0.00 | 3,804 | +Inf | 12-31-2023 | |
USCA RIA LLC | CL A COM | 753 | $217,000 | 3,595 | 0.01 | 0.03 | -2,704 | -42.93 | 06-30-2021 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | CL A COM | 754 | $69,000 | 3,589 | 0.00 | 0.00 | -1,606 | -30.91 | 03-31-2024 |