Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHIRA RIDGE WEALTH MANAGEMENT | COM | 801 | $468,747 | 498 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINCOLN NATIONAL CORP | COM | 802 | $325,526 | 487 | 0.00 | 487 | +Inf | 12-31-2023 | |
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | COM | 803 | $454,629 | 483 | 0.00 | 0.00 | -654 | -57.52 | 03-31-2024 |
GREENLEAF TRUST | COM | 804 | $454,629 | 483 | 0.00 | 0.00 | -1,605 | -76.87 | 03-31-2024 |