| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Gateway Wealth Partners, LLC | 121,823 | 131,954 | +10,131 | 0.25 | 0.21 | -0.03 | buy |
| OPPENHEIMER & CO INC | 59,906 | 43,834 | -16,072 | 0.01 | 0.01 | -0.00 | sell |