Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 901 | $3,046 | 350 | 0.00 | 0.00 | 2 | 0.57 | 12-31-2023 |
JFS WEALTH ADVISORS LLC | COM | 902 | $2,731 | 340 | 0.00 | 0.00 | 226 | 198.25 | 03-31-2024 |
RAKUTEN SECURITIES INC | COM | 903 | $2,570 | 320 | 0.00 | 320 | +Inf | 03-31-2024 | |
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 904 | $2,608 | 312 | 0.00 | 0.00 | -40,744 | -99.24 | 12-31-2023 |