|
Institutional
Holders
Total
Institutions:
|
26 0 |
|
Total
shares held :
|
239,908 |
|
% of shares
held :
|
15.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-13,907 |
|
% of shares
held change :
|
-0.93% |
|
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 |
SFI Advisors LLC |
27 |
- |
2024-03-31 |
50,779 |
$1,760,000 |
-3,719 |
|
LPL FINANCIAL CORP |
3601 |
- |
2024-03-31 |
16,413 |
$569,000 |
-4,734 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
505 |
- |
2024-03-31 |
11,364 |
$394,000 |
-696 |
|
BANK OF AMERICA CORP /DE/ |
4754 |
- |
2024-03-31 |
7,514 |
$260,000 |
-813 |
|
Better Money Decisions LLC |
63 |
- |
2024-03-31 |
6,438 |
$223,000 |
-2,209 |
|
INVESCO LTD |
3486 |
- |
2024-03-31 |
6,418 |
$222,000 |
-1,957 |
|
UBS Group AG |
4979 |
- |
2024-03-31 |
3,323 |
$115,000 |
-71 |
|
Goss Wealth Management LLC |
2262 |
- |
2024-03-31 |
1,554 |
$54,000 |
-460 |
|
MORGAN STANLEY |
6369 |
- |
2024-03-31 |
364 |
$13,000 |
-27 |
|
Geneos Wealth Management Inc. |
1564 |
- |
2024-03-31 |
250 |
$9,000 |
-150 |
|
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10 Records found
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1
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