|
Institutional
Holders
Total
Institutions:
|
63 2 |
|
Total
shares held :
|
2,878,838 |
|
% of shares
held :
|
31.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
18 |
|
Amount
of shares held :
|
237,742 |
|
% of shares
held change :
|
2.64% |
|
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 |
SageView Advisory Group LLC |
54 |
*New |
2024-03-31 |
78,547 |
$4,736,000 |
78,547 |
|
Cetera Investment Advisers |
3265 |
*New |
2024-03-31 |
3,515 |
$221,000 |
3,515 |
|
CREATIVE PLANNING |
2546 |
*New |
2024-03-31 |
3,233 |
$203,000 |
3,233 |
|
Betterment LLC |
352 |
*New |
2024-03-31 |
3,241 |
$203,000 |
3,241 |
|
Financial Gravity Wealth Inc. |
125 |
*New |
2024-03-31 |
2,454 |
$154,000 |
2,454 |
|
MORGAN STANLEY |
6090 |
*New |
2024-03-31 |
610 |
$38,000 |
610 |
|
FMR LLC |
3851 |
*New |
2024-03-31 |
318 |
$20,000 |
318 |
|
|
7 Records found
|
1
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Page 1 of 1 |
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