|
Institutional
Holders
Total
Institutions:
|
14 2 |
|
Total
shares held :
|
1,099,766 |
|
% of shares
held :
|
90.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
267,380 |
|
% of shares
held change :
|
21.9% |
|
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 |
Swan Wealth Advisors Inc. |
17 |
- |
2024-03-31 |
860,664 |
$26,267,000 |
363,571 |
|
Pacer Advisors Inc. |
254 |
- |
2024-03-31 |
860,664 |
$26,265,000 |
363,571 |
|
ENVESTNET ASSET MANAGEMENT INC |
2297 |
*New |
2024-03-31 |
100,145 |
$3,056,000 |
100,145 |
|
Rockefeller Capital Management L.P. |
1269 |
- |
2024-03-31 |
31,500 |
$961,000 |
0 |
|
Advisor Group Holdings Inc. |
2449 |
- |
2024-03-31 |
29,051 |
$887,000 |
28,027 |
|
CITADEL ADVISORS LLC |
3650 |
- |
2024-03-31 |
17,756 |
$542,000 |
6,675 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2805 |
- |
2024-03-31 |
16,077 |
$491,000 |
-331 |
|
Financial Network Wealth Advisors LLC |
59 |
- |
2024-03-31 |
15,307 |
$467,000 |
82 |
|
TOWNSQUARE CAPITAL LLC |
866 |
- |
2024-03-31 |
15,307 |
$467,000 |
82 |
|
Cetera Investment Advisers |
1457 |
- |
2024-03-31 |
9,575 |
$292,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1355 |
- |
2023-12-31 |
2,182 |
$63,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
362 |
- |
2024-03-31 |
1,500 |
$46,000 |
0 |
|
Sutton Wealth Advisors Inc. |
256 |
- |
2023-09-30 |
1,512 |
$40,000 |
0 |
|
Parallel Advisors LLC |
1623 |
- |
2024-03-31 |
1,261 |
$38,000 |
0 |
|
PROEQUITIES INC. |
7879 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
UBS Group AG |
8217 |
*Closed |
2024-03-31 |
0 |
$0 |
-599 |
|
|
16 Records found
|
1
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