|
Institutional
Holders
Total
Institutions:
|
132 2 |
|
Total
shares held :
|
11,315,723 |
|
% of shares
held :
|
12.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-33 |
|
Amount
of shares held :
|
-1,472,348 |
|
% of shares
held change :
|
-1.64% |
|
Quarter
Price vs. Current Price:
|
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GeoWealth Management LLC |
97 |
*New |
2024-03-31 |
105,607 |
$4,523,000 |
105,607 |
|
SageView Advisory Group LLC |
292 |
*New |
2024-03-31 |
9,286 |
$588,000 |
9,286 |
|
MODERA WEALTH MANAGEMENT, LLC |
541 |
*New |
2024-03-31 |
4,842 |
$207,000 |
4,842 |
|
Continuum Advisory LLC |
538 |
*New |
2024-03-31 |
1,697 |
$72,000 |
1,697 |
|
HANSON INVESTMENT MANAGEMENT |
293 |
*New |
2024-03-31 |
1,283 |
$55,000 |
1,283 |
|
MATHER GROUP, INC. |
1514 |
*New |
2024-03-31 |
35 |
$2,000 |
35 |
|
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6 Records found
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1
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Page 1 of 1 |
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