Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIMPLICITY WEALTHLLC | COM NEW | 901 | $648,198 | 4,019 | 0.00 | 4,019 | +Inf | 03-31-2024 | |
AMERICAN INTERNATIONAL GROUP INC | COM | 902 | $644,959 | 3,999 | 0.00 | 0.00 | -218 | -5.17 | 03-31-2024 |
CYNOSURE GROUP LLC | COM NEW | 903 | $643,346 | 3,989 | 0.00 | 3,989 | +Inf | 03-31-2024 | |
ONEDIGITAL INVESTMENT ADVISORS LLC | COM NEW | 904 | $640,539 | 3,972 | 0.00 | 0.00 | -132 | -3.22 | 03-31-2024 |