|
Institutional
Holders
Total
Institutions:
|
55 0 |
|
Total
shares held :
|
2,460,292 |
|
% of shares
held :
|
9.84% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
192,743 |
|
% of shares
held change :
|
0.77% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.13 |
|
Last
Quarter's Ending
Price :
|
$25.43 |
|
Last
Quarter's Average
Price :
|
$23.64 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.17 (9.18%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CI Private Wealth LLC |
1652 |
*New |
2024-03-31 |
18,451 |
$469,000 |
18,451 |
|
Fermata Advisors LLC |
173 |
*New |
2024-03-31 |
10,958 |
$279,000 |
10,958 |
|
Goss Wealth Management LLC |
1723 |
*New |
2024-03-31 |
9,619 |
$245,000 |
9,619 |
|
ANGELES WEALTH MANAGEMENT LLC |
215 |
*New |
2024-03-31 |
7,996 |
$203,000 |
7,996 |
|
Ahrens Investment Partners LLC |
176 |
*New |
2023-03-31 |
6,900 |
$144,000 |
6,900 |
|
FTB Advisors Inc. |
1264 |
*New |
2024-03-31 |
1,000 |
$25,000 |
1,000 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1737 |
*New |
2024-03-31 |
691 |
$18,000 |
691 |
|
Geneos Wealth Management Inc. |
1562 |
*New |
2024-03-31 |
340 |
$9,000 |
340 |
|
First Capital Advisors Group LLC. |
684 |
*New |
2023-06-30 |
168 |
$4,000 |
168 |
|
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9 Records found
|
1
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Page 1 of 1 |
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