| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Greenwich Wealth Management LLC | 46,100 | 47,000 | +900 | 0.01 | 0.00 | -0.00 | buy |
| Wealthspire Advisors, LLC | 10,050 | 10,000 | -50 | 0.00 | 0.00 | +0.00 | sell |