|
Institutional
Holders
Total
Institutions:
|
16 1 |
|
Total
shares held :
|
1,458,595 |
|
% of shares
held :
|
16.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-65,044 |
|
% of shares
held change :
|
-0.72% |
|
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 |
CREATIVE FINANCIAL DESIGNS INC /ADV |
7 |
- |
2024-03-31 |
742,471 |
$22,313,000 |
397,774 |
|
OneAscent Financial Services LLC |
63 |
- |
2024-03-31 |
74,680 |
$2,244,000 |
52,901 |
|
Inspire Advisors LLC |
110 |
- |
2024-03-31 |
30,257 |
$909,000 |
2,252 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3005 |
- |
2024-03-31 |
12,903 |
$388,000 |
1,506 |
|
Geneos Wealth Management Inc. |
1284 |
- |
2024-03-31 |
856 |
$26,000 |
270 |
|
MORGAN STANLEY |
6227 |
- |
2024-03-31 |
719 |
$22,000 |
719 |
|
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6 Records found
|
1
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Page 1 of 1 |
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