|
Institutional
Holders
Total
Institutions:
|
20 1 |
|
Total
shares held :
|
394,651 |
|
% of shares
held :
|
4.39% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-84,444 |
|
% of shares
held change :
|
-0.94% |
|
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 |
LPL FINANCIAL CORP |
3264 |
- |
2024-03-31 |
35,855 |
$857,000 |
-4,795 |
|
Fermata Advisors LLC |
94 |
- |
2024-03-31 |
32,692 |
$781,000 |
-79,507 |
|
CAPITAL WEALTH MANAGEMENT LLC |
35 |
- |
2024-03-31 |
15,970 |
$382,000 |
-5,059 |
|
Atria Wealth Solutions Inc. |
1511 |
- |
2024-03-31 |
13,213 |
$316,000 |
-3,189 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1979 |
- |
2024-03-31 |
11,004 |
$263,000 |
-8,987 |
|
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5 Records found
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1
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