Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 751 | $74,657 | 272 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WHITTIER TRUST CO | US MID-CAP EQUITIES | 752 | $73,299 | 267 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 260 | +Inf | 06-30-2023 |
PENSERRA CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -52 | -17.33 | 03-31-2024 |