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Get Institutions for : 
Expion360 Inc. (XPON)  
$1.68 0.10 (5.62%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    5
Total shares held : 
193,826  
% of shares held : 
2.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
14,964  
% of shares held change : 
  0.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$4.55  
Last Quarter's Ending Price : 
$5.39  
Last Quarter's Average Price
$4.64  
Change from last quarter's     
avg. price to the last closing  : 
2.96 (63.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 32,434
 16.73%
 
Increased Positions :
6
 11,620
 6%
 
Unchanged Positions :
3
 77,282
 39.87%
 
Decreased Positions :
2
-19,090
-9.85%
 
Closed Positions :
1
-10,000
-5.16%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Cahill Wealth Management LLC 47 - 2024-03-31 44,387 $138,000 0
   VANGUARD GROUP INC 4214 - 2024-03-31 42,827 $134,000 3,648
   GEODE CAPITAL MANAGEMENT LLC 4138 - 2024-03-31 34,132 $107,000 1,237
   COMMONWEALTH EQUITY SERVICES LLC. 3804 - 2024-03-31 20,832 $65,000 0
   PERRITT CAPITAL MANAGEMENT INC 215 - 2024-03-31 19,000 $59,000 4,000
   CITADEL ADVISORS LLC 5186 - 2024-03-31 10,554 $33,000 -902
   BLACKROCK INC. 4642 - 2024-03-31 10,132 $32,000 -248
   TOWER RESEARCH CAPITAL LLC 3712 - 2024-03-31 3,071 $10,000 1,279
   MORGAN STANLEY 6833 - 2024-03-31 500 $2,000 -4,850
   UBS Group AG 6838 - 2024-03-31 399 $1,000 364
   PROEQUITIES INC. 3352 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6115 - 2024-03-31 30 $0 0
   ROYAL BANK OF CANADA 6476 - 2024-03-31 19 $0 -40
   AE Wealth Management LLC 1554 *Closed 2024-03-31 0 $0 -12,375
   BANK OF AMERICA CORP /DE/ 6680 *Closed 2024-03-31 0 $0 -4
   J P MORGAN CHASE & CO 6141 - 2024-03-31 9 $0 3
   FMR LLC 5611 *Closed 2024-03-31 0 $0 -46

  17 Records found
  1    
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