Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 901 | $195,184 | 2,760 | 0.00 | 0.00 | -1,102 | -28.53 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 2,700 | +Inf | 03-31-2024 | |
SIGNATUREFD LLC | COM | 903 | $190,122 | 2,688 | 0.00 | 0.00 | 217 | 8.78 | 03-31-2024 |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,610 | +Inf | 06-30-2023 |