Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
9258 WEALTH MANAGEMENT LLC | Stock | 901 | $443,425 | 7,693 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
55I LLC | COM | 902 | $376,000 | 7,631 | 0.01 | 7,631 | +Inf | 09-30-2022 | |
SIEMENS FONDS INVEST GMBH | SHS | 903 | $436,681 | 7,576 | 0.00 | 0.00 | 1,752 | 30.08 | 12-31-2023 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 904 | $482,000 | 7,572 | 0.00 | 0.04 | 2,049 | 37.10 | 12-31-2023 |