Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVE PRIVATE WEALTH LLC | COM | 751 | $1,451,205 | 3,150 | 0.00 | 3,150 | +Inf | 12-31-2023 | |
PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC | COM | 752 | $1,451,205 | 3,150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RAMIREZ ASSET MANAGEMENT INC | COM | 753 | $1,216,471 | 3,123 | 0.00 | 3,123 | +Inf | 09-30-2023 | |
SIMPLICITY WEALTHLLC | COM | 754 | $1,728,876 | 3,111 | 0.00 | 3,111 | +Inf | 03-31-2024 |