Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINION INVESTMENT ADVISORS LLC | COM | 851 | $223,378 | 3,737 | 0.00 | 0.00 | -1,218 | -24.58 | 03-31-2024 |
TRANQUILLI FINANCIAL ADVISOR LLC | COM | 852 | $222,105 | 3,716 | 0.00 | 0.00 | -1,300 | -25.92 | 03-31-2024 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | COMMON | 853 | $297,000 | 3,700 | 0.00 | 0.01 | -39,980 | -91.53 | 06-30-2021 |
TYCHE WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,690 | +Inf | 03-31-2024 |