|
Institutional
Holders
Total
Institutions:
|
8 0 |
|
Total
shares held :
|
130,835 |
|
% of shares
held :
|
1.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
73,989 |
|
% 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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SFG Wealth Management LLC. |
7 |
- |
2024-03-31 |
178,089 |
$6,023,000 |
133,968 |
|
Private Advisor Group LLC |
584 |
*New |
2024-03-31 |
102,774 |
$3,476,000 |
102,774 |
|
Total Clarity Wealth Management Inc. |
44 |
*New |
2024-03-31 |
50,121 |
$1,695,000 |
50,121 |
|
LPL FINANCIAL CORP |
2967 |
*New |
2024-03-31 |
35,293 |
$1,194,000 |
35,293 |
|
Worth Asset Management LLC |
54 |
- |
2024-03-31 |
20,466 |
$692,000 |
-29,499 |
|
Advisor Group Holdings Inc. |
2942 |
- |
2024-03-31 |
14,365 |
$486,000 |
-10,898 |
|
ENVESTNET ASSET MANAGEMENT INC |
3492 |
- |
2024-03-31 |
12,939 |
$438,000 |
1,565 |
|
ROYAL BANK OF CANADA |
5338 |
*New |
2024-03-31 |
547 |
$18,000 |
547 |
|
PRIVATE TRUST CO NA |
1804 |
*New |
2024-03-31 |
200 |
$7,000 |
200 |
|
UBS Group AG |
6565 |
- |
2024-03-31 |
90 |
$3,000 |
-3 |
|
Truvestments Capital LLC |
658 |
- |
2024-03-31 |
17 |
$1,000 |
0 |
|
PROEQUITIES INC. |
3044 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
BANK OF AMERICA CORP /DE/ |
6396 |
*Closed |
2024-03-31 |
0 |
$0 |
-2 |
|
MORGAN STANLEY |
7425 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
IFP Advisors Inc |
3230 |
*Closed |
2023-12-31 |
0 |
$0 |
-115 |
|
|
15 Records found
|
1
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