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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    10
Total shares held : 
 1,737,058  
% of shares held : 
 19.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 541,963  
% of shares held change : 
   6.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 304,289
 17.52%
 
Increased Positions :
21
 448,893
 25.84%
 
Unchanged Positions :
10
 57,087
 3.29%
 
Decreased Positions :
11
-101,252
-5.83%
 
Closed Positions :
10
-109,967
-6.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Signal Advisors Wealth LLC 134 *New 2024-03-31 16,529 $622,000 16,529
   UBS Group AG 5379 *New 2024-03-31 1,119 $42,000 1,119
  2 Records found
  1    
  Page 1 of 1
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