|
Institutional
Holders
Total
Institutions:
|
37 4 |
|
Total
shares held :
|
2,824,302 |
|
% of shares
held :
|
31.38% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-752,103 |
|
% of shares
held change :
|
-8.36% |
|
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 |
AE Wealth Management LLC |
31 |
- |
2024-03-31 |
1,720,647 |
$52,067,000 |
1,720,647 |
|
MULTIFINANCIAL SECURITIES CORP |
378 |
- |
2024-03-31 |
210,657 |
$6,374,000 |
162,046 |
|
Outlook Wealth Advisors LLC |
14 |
- |
2024-03-31 |
158,259 |
$4,789,000 |
158,259 |
|
Strategic Blueprint LLC |
128 |
- |
2024-03-31 |
75,179 |
$2,275,000 |
2,041 |
|
LPL FINANCIAL CORP |
2419 |
- |
2024-03-31 |
73,469 |
$2,223,000 |
62,234 |
|
Kestra Advisory Services LLC |
903 |
- |
2024-03-31 |
62,131 |
$1,880,000 |
20,994 |
|
Authentikos Wealth Advisory LLC |
18 |
- |
2024-03-31 |
49,412 |
$1,495,000 |
49,412 |
|
Accurate Wealth Management LLC |
144 |
- |
2024-03-31 |
18,068 |
$533,000 |
972 |
|
H D Vest Advisory Services |
1112 |
- |
2024-03-31 |
14,230 |
$431,000 |
4,506 |
|
CITADEL ADVISORS LLC |
4195 |
- |
2024-03-31 |
9,931 |
$301,000 |
3,059 |
|
|
10 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
|
|
|