Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 951 | $221,304 | 1,592 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MOISAND FITZGERALD TAMAYO LLC | COM | 952 | $220,609 | 1,587 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OPTIMIST RETIREMENT GROUP LLC | COM | 953 | $219,775 | 1,581 | 0.00 | 1,581 | +Inf | 03-31-2024 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 954 | $219,775 | 1,581 | 0.00 | 0.00 | -1,319 | -45.48 | 03-31-2024 |