| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| EVOKE WEALTH, LLC | 134,870 | 99,870 | -35,000 | 0.28 | 0.01 | -0.27 | sell |
| Tanager Wealth Management LLP | 1,651,222 | 1,303,000 | -348,222 | 0.31 | 0.39 | +0.08 | sell |