Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NICOLET ADVISORY SERVICES LLC | COM | 801 | $403,797 | 362 | 0.00 | 0.00 | 28 | 8.38 | 12-31-2023 |
CAPULA MANAGEMENT LTD | COM | 802 | $449,860 | 360 | 0.00 | 360 | +Inf | 03-31-2024 | |
FIRST TRUST DIRECT INDEXING LP | COM | 803 | $288,888 | 357 | 0.00 | 0.00 | 19 | 5.62 | 06-30-2023 |
BENJAMIN EDWARDS INC | COM | 804 | $442,000 | 354 | 0.09 | 0.06 | 103 | 41.04 | 03-31-2024 |