| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Element Wealth, LLC | 13,425 | 13,581 | +156 | 0.04 | 0.04 | -0.00 | buy |
| Buska Wealth Management, LLC | 44,748 | 19,019 | -25,729 | 0.09 | 0.03 | -0.05 | sell |