| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Addison Advisors LLC | 8,380 | 11,545 | +3,165 | 0.01 | 0.01 | -0.00 | buy |
| Straight Path Wealth Management | 93,500 | 90,500 | -3,000 | 0.15 | 0.09 | -0.06 | sell |