|
Institutional
Holders
Total
Institutions:
|
15 0 |
|
Total
shares held :
|
4,763,912 |
|
% of shares
held :
|
52.93% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
74,132 |
|
% of shares
held change :
|
0.82% |
|
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 |
Municipal Employees Retirement System of Michigan |
16 |
- |
2024-03-31 |
4,592,859 |
$162,863,000 |
0 |
|
Goss Wealth Management LLC |
609 |
- |
2024-03-31 |
69,555 |
$2,466,000 |
4,418 |
|
CREATIVE PLANNING |
1635 |
- |
2024-03-31 |
18,723 |
$664,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
122 |
- |
2024-03-31 |
14,763 |
$524,000 |
3,057 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1643 |
- |
2024-03-31 |
12,498 |
$443,000 |
5,332 |
|
Cetera Investment Advisers |
1255 |
- |
2024-03-31 |
12,504 |
$443,000 |
330 |
|
Valued Wealth Advisors LLC |
25 |
- |
2024-03-31 |
9,257 |
$328,000 |
309 |
|
Perigon Wealth Management LLC |
736 |
- |
2024-03-31 |
6,815 |
$242,000 |
-983 |
|
WMS PARTNERS, LLC |
256 |
*New |
2024-03-31 |
5,800 |
$206,000 |
5,800 |
|
Advisor Group Holdings Inc. |
4672 |
- |
2024-03-31 |
1,474 |
$52,000 |
-1,082 |
|
Anchor Investment Management LLC |
673 |
- |
2024-03-31 |
600 |
$21,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
5786 |
- |
2024-03-31 |
300 |
$11,000 |
100 |
|
J P MORGAN CHASE & CO |
5045 |
- |
2024-03-31 |
240 |
$9,000 |
0 |
|
UBS Group AG |
6471 |
*New |
2024-03-31 |
77 |
$3,000 |
77 |
|
FLOW TRADERS U.S. LLC |
871 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,199 |
|
PROEQUITIES INC. |
5152 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
OLD MISSION CAPITAL LLC |
1218 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,606 |
|
|
17 Records found
|
1
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