Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARON WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUANTAMENTAL TECHNOLOGIES LLC | COM | 852 | $230,435 | 3,318 | 0.00 | 0.00 | 148 | 4.67 | 06-30-2023 |
QUADRANT CAPITAL GROUP LLC | COM | 853 | $237,061 | 3,316 | 0.00 | 0.00 | 297 | 9.84 | 12-31-2023 |
MORENO EVELYN V | Com | 854 | $233,772 | 3,270 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |