Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIA WEALTH LLC | COM | 751 | $224,240 | 1,085 | 0.00 | 1,085 | +Inf | 12-31-2023 | |
FULCRUM CAPITAL LLC | COM | 752 | $224,291 | 1,085 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
B METZLER SEEL SOHN & CO AG | COM | 753 | $214,533 | 1,078 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PERSONAL CAPITAL ADVISORS CORP | COM | 754 | $354,000 | 1,073 | 0.00 | 0.00 | -213 | -16.56 | 09-30-2022 |