Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAGELLAN ASSET MANAGEMENT LTD | COM | 901 | $203,000 | 1,683 | 0.00 | 0.00 | -938 | -35.79 | 09-30-2022 |
COMERICA SECURITIESINC | COM | 902 | $247,950 | 1,651 | 0.00 | 0.00 | 22 | 1.35 | 09-30-2023 |
KELLEHER FINANCIAL ADVISORS | COM | 903 | $351,962 | 1,650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GITTERMAN WEALTH MANAGEMENT LLC | COM | 904 | $350,261 | 1,642 | 0.00 | 1,642 | +Inf | 03-31-2024 |