Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARMERS & MERCHANTS INVESTMENTS INC | COM | 951 | $5,220 | 40 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ITAU UNIBANCO HOLDING SA | COM | 952 | $5,485 | 37 | 0.00 | 0.00 | -50 | -57.47 | 12-31-2023 |
VALUED WEALTH ADVISORS LLC | COM | 953 | $6,039 | 36 | 0.00 | 36 | +Inf | 03-31-2024 | |
SJS INVESTMENT CONSULTING INC | COM | 954 | $6,005 | 36 | 0.00 | 0.00 | -1 | -2.70 | 03-31-2024 |