Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 751 | $50,000 | 1,113 | 0.00 | 1,113 | +Inf | 09-30-2022 | |
ANTONETTI CAPITAL MANAGEMENT LLC | COM | 752 | $82,052 | 1,099 | 0.00 | 0.00 | -580 | -34.54 | 09-30-2023 |
ADDISON ADVISORS LLC | COM | 753 | $131,183 | 1,075 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 754 | $128,000 | 1,046 | 0.00 | 0.00 | -503 | -32.47 | 03-31-2024 |