| |
Institutional
Holders
Total
Institutions:
 |
31  4 |
|
|
Total
shares held :
|
569,724 |
|
|
% of shares
held :
|
0.8% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 4 |
|
|
Amount
of shares held :
|
-178,221 |
|
|
% of shares
held change :
|
-0.25% |
|
| 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 |
  Money Design Co.Ltd. |
69 |
- |
2024-03-31 |
223,950 |
$2,155,000 |
-3,557 |
|
| Change Path LLC |
530 |
- |
2024-03-31 |
59,255 |
$570,000 |
-9,362 |
|
| LPL FINANCIAL CORP |
4256 |
- |
2024-03-31 |
25,720 |
$248,000 |
-4,065 |
|
| GeoWealth Management LLC |
774 |
- |
2024-03-31 |
9,155 |
$88,000 |
-1,427 |
|
| BANK OF AMERICA CORP /DE/ |
5329 |
- |
2024-03-31 |
8,057 |
$78,000 |
-1,809 |
|
| MORGAN STANLEY |
5931 |
- |
2024-03-31 |
6,162 |
$59,000 |
-1 |
|
| UBS Group AG |
5768 |
- |
2024-03-31 |
1,689 |
$16,000 |
-2,064 |
|
| NATIONAL BANK OF CANADA /FI/ |
2005 |
- |
2024-03-31 |
1,000 |
$9,000 |
-500 |
|
| Farther Finance Advisors LLC |
2152 |
- |
2024-03-31 |
391 |
$4,000 |
-297 |
|
| CWM LLC |
4281 |
- |
2024-03-31 |
0 |
$0 |
-1,581 |
|
|
10 Records found
|
1
|
Page 1 of 1 |
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