Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHESLEY TAFT & ASSOCIATES LLC | COM | 851 | $272,387 | 2,520 | 0.00 | 2,520 | +Inf | 12-31-2023 | |
VINVA INVESTMENT MANAGEMENT LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -25,004 | -90.90 | 03-31-2024 |
CHICAGO WEALTH MANAGEMENT INC | COM | 853 | $263,449 | 2,473 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 854 | $204,967 | 2,448 | 0.00 | 0.00 | -87 | -3.43 | 03-31-2024 |