|
Institutional
Holders
Total
Institutions:
|
45 6 |
|
Total
shares held :
|
698,987 |
|
% of shares
held :
|
19.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
-119,163 |
|
% of shares
held change :
|
-3.4% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$56.40 |
|
Last
Quarter's Ending
Price :
|
$60.95 |
|
Last
Quarter's Average
Price :
|
$58.02 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.63 (7.98%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CREATIVE PLANNING |
2019 |
*New |
2024-03-31 |
6,551 |
$399,000 |
6,551 |
|
Atria Wealth Solutions Inc. |
1712 |
*New |
2024-03-31 |
3,750 |
$229,000 |
3,750 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
538 |
*New |
2024-03-31 |
1,850 |
$113,000 |
1,850 |
|
HM PAYSON & CO |
639 |
*New |
2023-12-31 |
655 |
$37,000 |
655 |
|
|
4 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|