|
Institutional
Holders
Total
Institutions:
|
18 1 |
|
Total
shares held :
|
2,361,936 |
|
% of shares
held :
|
26.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
16,670 |
|
% of shares
held change :
|
0.19% |
|
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 |
TRIANGLE SECURITIES WEALTH MANAGEMENT |
9 |
- |
2024-03-31 |
281,885 |
$7,155,000 |
2,689 |
|
Aptus Capital Advisors LLC |
144 |
- |
2024-03-31 |
251,862 |
$6,393,000 |
9,403 |
|
Archford Capital Strategies LLC |
36 |
- |
2024-03-31 |
168,482 |
$4,277,000 |
5,003 |
|
Armor Investment Advisors LLC |
25 |
- |
2024-03-31 |
98,041 |
$2,489,000 |
6,050 |
|
CAPTRUST FINANCIAL ADVISORS |
1276 |
- |
2024-03-31 |
29,697 |
$754,000 |
145 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
217 |
- |
2024-03-31 |
18,784 |
$477,000 |
6,421 |
|
Parallel Advisors LLC |
1742 |
- |
2024-03-31 |
1,200 |
$30,000 |
1,100 |
|
|
7 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
|
|
|