|
Institutional
Holders
Total
Institutions:
|
40 4 |
|
Total
shares held :
|
3,597,949 |
|
% of shares
held :
|
27.44% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
807,445 |
|
% of shares
held change :
|
6.16% |
|
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 |
CX Institutional |
34 |
- |
2024-03-31 |
777,853 |
$15,241,000 |
112,802 |
|
Main Management ETF Advisors LLC |
32 |
- |
2024-03-31 |
302,670 |
$5,931,000 |
2,950 |
|
RAYMOND JAMES & ASSOCIATES |
1699 |
- |
2024-03-31 |
215,189 |
$4,216,000 |
26,082 |
|
INNEALTA CAPITAL LLC |
35 |
- |
2024-03-31 |
100,864 |
$1,976,000 |
13 |
|
Private Advisor Group LLC |
853 |
- |
2024-03-31 |
93,777 |
$1,838,000 |
3,921 |
|
GOLDMAN SACHS GROUP INC/ |
3585 |
- |
2024-03-31 |
50,000 |
$980,000 |
34,450 |
|
Wealthfront Advisers LLC |
666 |
- |
2024-03-31 |
39,395 |
$772,000 |
1,701 |
|
Total Clarity Wealth Management Inc. |
181 |
- |
2024-03-31 |
17,795 |
$349,000 |
450 |
|
LPL FINANCIAL CORP |
4011 |
- |
2024-03-31 |
17,406 |
$341,000 |
274 |
|
HIGHTOWER ADVISORS, LLC |
2779 |
- |
2024-03-31 |
12,689 |
$248,000 |
818 |
|
UBS Group AG |
5127 |
- |
2024-03-31 |
4,039 |
$79,000 |
597 |
|
ROYAL BANK OF CANADA |
5301 |
- |
2024-03-31 |
1,000 |
$20,000 |
820 |
|
Pinnacle Bank |
764 |
- |
2024-03-31 |
191 |
$4,000 |
3 |
|
|
13 Records found
|
1
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Page 1 of 1 |
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