Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 951 | $334,000 | 13,295 | 0.02 | 13,295 | +Inf | 09-30-2022 | |
ITAU UNIBANCO HOLDING SA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,491 | 131.14 | 12-31-2023 |
TRUE LINK FINANCIAL ADVISORS LLC | Stock | 953 | $397,877 | 13,166 | 0.00 | 0.00 | -350 | -2.59 | 03-31-2024 |
VAN HULZEN ASSET MANAGEMENT LLC | COM | 954 | $396,000 | 13,118 | 0.03 | 0.03 | 450 | 3.55 | 03-31-2024 |