Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTPAC BANKING CORP | COM | 851 | $135,246 | 2,830 | 0.00 | 0.00 | -49,892 | -94.63 | 12-31-2023 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 852 | $135,282 | 2,825 | 0.00 | 2,825 | +Inf | 12-31-2023 | |
QUENT CAPITAL LLC | Stock | 853 | $135,366 | 2,534 | 0.00 | 0.00 | -7 | -0.28 | 03-31-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 854 | $120,447 | 2,520 | 0.00 | 0.00 | 16 | 0.64 | 12-31-2023 |