|
Institutional
Holders
Total
Institutions:
|
142 1 |
|
Total
shares held :
|
6,971,462 |
|
% of shares
held :
|
77.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-817,301 |
|
% of shares
held change :
|
-9.08% |
|
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 |
SageView Advisory Group LLC |
48 |
*New |
2024-03-31 |
71,428 |
$5,552,000 |
71,428 |
|
West Wealth Group LLC |
48 |
*New |
2024-03-31 |
6,693 |
$451,000 |
6,693 |
|
TOWNSQUARE CAPITAL LLC |
969 |
*New |
2024-03-31 |
4,921 |
$331,000 |
4,921 |
|
Beacon Bridge Wealth Partners LLC |
78 |
*New |
2024-03-31 |
4,481 |
$302,000 |
4,481 |
|
Invst LLC |
178 |
*New |
2023-12-31 |
4,575 |
$295,000 |
4,575 |
|
Concord Wealth Partners |
210 |
*New |
2024-03-31 |
2,946 |
$198,000 |
2,946 |
|
Fortis Advisors LLC |
102 |
*New |
2024-03-31 |
2,398 |
$162,000 |
2,398 |
|
Coppell Advisory Solutions LLC |
609 |
*New |
2023-12-31 |
486 |
$31,000 |
486 |
|
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8 Records found
|
1
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Page 1 of 1 |
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