Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NUVEEN ASSET MANAGEMENT LLC | SPON ADR NEW | 801 | $659,317 | 13,138 | 0.00 | 0.00 | 181 | 1.40 | 03-31-2024 |
PENSERRA CAPITAL MANAGEMENT LLC | SPON ADR NEW | Liquidated | $0 | 0 | 0.01 | 0.01 | 4,060 | 44.83 | 12-31-2023 |
CAPITAL WEALTH PLANNING LLC | SPON ADR NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,777 | 40.44 | 12-31-2023 |
AARON WEALTH ADVISORS LLC | SPON ADR NEW | 804 | $658,242 | 13,115 | 0.00 | 0.00 | 7,660 | 140.42 | 03-31-2024 |