Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM NEW | 751 | $23,935 | 124 | 0.00 | 0.00 | 99 | 396.00 | 03-31-2024 |
MECHANICS FINANCIAL CORP | COM NEW | 752 | $22,181 | 115 | 0.00 | 0.00 | 60 | 109.09 | 03-31-2024 |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 753 | $21,603 | 112 | 0.00 | 0.00 | -70 | -38.46 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |