| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Heritage Wealth Advisors | 0 | 52 | +52 | 0.00 | 0.00 | +0.00 | buy |
| Partners in Financial Planning | 6,760 | 6,656 | -104 | 0.29 | 0.30 | +0.02 | sell |
| ABN AMRO INVESTMENT SOLUTIONS | 187,632 | 0 | -187,632 | 0.77 | 0.00 | -0.77 | sell |