Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIMPLICITY WEALTHLLC | COM | 801 | $355,911 | 4,138 | 0.00 | 4,138 | +Inf | 03-31-2024 | |
WAHED INVEST LLC | COM | 802 | $241,000 | 4,131 | 0.15 | 4,131 | +Inf | 09-30-2022 | |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 803 | $304,018 | 4,129 | 0.00 | 0.00 | -118 | -2.78 | 12-31-2023 |
AMERITAS INVESTMENT PARTNERS INC | COM | 804 | $303,356 | 4,120 | 0.00 | 0.00 | 57 | 1.40 | 12-31-2023 |