|
Institutional
Holders
Total
Institutions:
|
35 1 |
|
Total
shares held :
|
667,966 |
|
% of shares
held :
|
25.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-131,547 |
|
% of shares
held change :
|
-4.96% |
|
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 |
HSBC HOLDINGS PLC |
1245 |
- |
2024-03-31 |
41,542 |
$1,717,000 |
-57,207 |
|
CITADEL ADVISORS LLC |
3026 |
- |
2024-03-31 |
25,067 |
$1,036,000 |
-20,347 |
|
CREATIVE PLANNING |
1323 |
- |
2024-03-31 |
24,738 |
$1,022,000 |
-234 |
|
Elevated Capital Advisors LLC |
134 |
- |
2024-03-31 |
12,198 |
$504,000 |
-178 |
|
Independent Wealth Network Inc. |
28 |
- |
2024-03-31 |
10,388 |
$429,000 |
-174 |
|
Beacon Pointe Advisors LLC |
1043 |
- |
2024-03-31 |
8,280 |
$342,000 |
-2,653 |
|
OLD MISSION CAPITAL LLC |
685 |
- |
2024-03-31 |
7,514 |
$310,000 |
-8,175 |
|
ARQ WEALTH ADVISORS LLC |
61 |
- |
2023-12-31 |
6,118 |
$232,000 |
-496 |
|
UBS Group AG |
5330 |
- |
2024-03-31 |
1,147 |
$47,000 |
-27 |
|
BANK OF AMERICA CORP /DE/ |
5518 |
- |
2024-03-31 |
1,017 |
$42,000 |
-25 |
|
|
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
|
|
|