Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QRG CAPITAL MANAGEMENT INC | COM | 851 | $805,482 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SHIRA RIDGE WEALTH MANAGEMENT | COM | 852 | $820,378 | 994 | 0.00 | 0.00 | -23 | -2.26 | 03-31-2024 |
CIGNA INVESTMENTS INC /NEW | Common Stock | 853 | $819,000 | 991 | 0.15 | 0.17 | -10 | -1.00 | 03-31-2024 |
EMPOWERED FUNDS LLC | COM | 854 | $713,914 | 983 | 0.00 | 983 | +Inf | 09-30-2023 |