Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST TRUST DIRECT INDEXING LP | COM | 901 | $1,320,012 | 6,135 | 0.00 | 0.00 | 187 | 3.14 | 06-30-2023 |
BOWLING PORTFOLIO MANAGEMENT LLC | COM | 902 | $1,300,000 | 6,126 | 0.36 | 0.46 | -2,121 | -25.72 | 09-30-2022 |
PURE FINANCIAL ADVISORS LLC | COM | 903 | $1,718,974 | 6,085 | 0.00 | 0.00 | -3 | -0.05 | 03-31-2024 |
ARROWSTREET CAPITAL LIMITED PARTNERSHIP | COM | 904 | $1,557,000 | 5,997 | 0.00 | 5,997 | +Inf | 12-31-2023 |