Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 851 | $5,997 | 429 | 0.00 | 0.00 | -37,106 | -98.86 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 852 | $5,914 | 423 | 0.00 | 0.00 | 107 | 33.86 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 410 | +Inf | 03-31-2024 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 854 | $8,000 | 407 | 0.00 | 0.00 | -161 | -28.35 | 09-30-2021 |