Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 951 | $22,394 | 429 | 0.00 | 0.00 | -17 | -3.81 | 12-31-2023 |
COVESTOR LTD | COMMON | 952 | $22,000 | 420 | 0.01 | 0.02 | -16 | -3.67 | 03-31-2024 |
KEPOS CAPITAL LP | EVERGY INC | 953 | $22,000 | 408 | 0.01 | 408 | +Inf | 03-31-2024 | |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |