|
Institutional
Holders
Total
Institutions:
|
9 1 |
|
Total
shares held :
|
38,120 |
|
% of shares
held :
|
2.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-16,623 |
|
% of shares
held change :
|
-1.2% |
|
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 |
BLACKROCK INC. |
4254 |
- |
2024-03-31 |
28,962 |
$207,000 |
-52 |
|
LPL FINANCIAL CORP |
4567 |
*New |
2024-03-31 |
14,612 |
$104,000 |
14,612 |
|
ROYAL BANK OF CANADA |
4628 |
- |
2024-03-31 |
13,394 |
$96,000 |
6,294 |
|
TOWER RESEARCH CAPITAL LLC |
4739 |
- |
2024-03-31 |
603 |
$4,000 |
-486 |
|
UBS Group AG |
6468 |
- |
2024-03-31 |
453 |
$3,000 |
143 |
|
MORGAN STANLEY |
6928 |
- |
2024-03-31 |
207 |
$1,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
6156 |
*New |
2024-03-31 |
20 |
$0 |
20 |
|
PROEQUITIES INC. |
2876 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
5925 |
- |
2024-03-31 |
5 |
$0 |
-1 |
|
HighMark Wealth Management LLC |
549 |
*Closed |
2024-03-31 |
0 |
$0 |
-135 |
|
Impact Partnership Wealth LLC |
757 |
*Closed |
2024-03-31 |
0 |
$0 |
-259 |
|
|
11 Records found
|
1
|
Page 1 of 1 |
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