Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOTAL CLARITY WEALTH MANAGEMENT INC | COM | 901 | $671,350 | 3,280 | 0.00 | 0.00 | -100 | -2.96 | 06-30-2023 |
HANDELSINVEST INVESTERINGSFORVALTNING | Common Stock | 902 | $807,000 | 3,256 | 0.39 | 0.38 | -842 | -20.55 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | US LARGE-CAP EQUITIES | 903 | $801,529 | 3,235 | 0.00 | 0.00 | 132 | 4.25 | 03-31-2024 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 904 | $799,893 | 3,228 | 0.00 | 0.00 | -17 | -0.52 | 03-31-2024 |