Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIMPLICITY WEALTHLLC | COM | 751 | $248,951 | 2,168 | 0.00 | 2,168 | +Inf | 03-31-2024 | |
SYSTEMATIC ALPHA INVESTMENTS LLC | COM | 752 | $243,237 | 2,160 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAPTRUST FINANCIAL ADVISORS | Stock | 753 | $247,344 | 2,154 | 0.00 | 0.00 | -10,666 | -83.20 | 03-31-2024 |
V-SQUARE QUANTITATIVE MANAGEMENT LLC | A | 754 | $247,114 | 2,152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |