| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| CIBC Private Wealth Group LLC | 259,691 | 257,690 | +2,001 | 0.00 | 0.00 | 0.00 | sell |
| BRASS TAX WEALTH MANAGEMENT, INC | 13,400 | 13,900 | +500 | 0.02 | 0.01 | -0.01 | buy |
| Marex Group plc | 28,800 | 18,800 | -10,000 | 0.00 | 0.00 | -0.00 | sell |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,891,384 | 1,813,339 | -78,045 | 0.02 | 0.01 | -0.01 | sell |