Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIVFORSAKRINGSBOLAGET SKANDIA OMSESIDIGT | COM | 851 | $877,746 | 2,247 | 0.00 | 0.00 | -250 | -10.01 | 03-31-2024 |
AM INVESTMENT STRATEGIES LLC | COM | 852 | $1,146,000 | 2,242 | 0.32 | 0.28 | 0 | 0.00 | 12-31-2023 |
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 853 | $1,145,290 | 2,240 | 0.00 | 2,240 | +Inf | 12-31-2023 | |
EVERETT HARRIS & CO /CA/ | COM | 854 | $873,493 | 2,236 | 0.00 | 0.00 | -5 | -0.22 | 03-31-2024 |