Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOWARD WEALTH MANAGEMENT LLC | COM | 851 | $358,219 | 2,463 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KING WEALTH MANAGEMENT GROUP | COM | 852 | $358,000 | 2,461 | 0.06 | 0.07 | 0 | 0.00 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 853 | $357,483 | 2,458 | 0.00 | 0.00 | 423 | 20.79 | 03-31-2024 |
INVST LLC | COM | 854 | $247,000 | 2,440 | 0.07 | 2,440 | +Inf | 06-30-2020 |