|
Institutional
Holders
Total
Institutions:
|
52 2 |
|
Total
shares held :
|
896,364 |
|
% of shares
held :
|
40.74% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
26 |
|
Amount
of shares held :
|
57,650 |
|
% of shares
held change :
|
2.62% |
|
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 |
Intelligent Financial Strategies |
4 |
- |
2024-03-31 |
73,861 |
$5,157,000 |
-28,554 |
|
WCG Wealth Advisors LLC |
146 |
- |
2024-03-31 |
21,342 |
$1,490,000 |
-105 |
|
WESPAC Advisors SoCal LLC |
83 |
- |
2024-03-31 |
3,660 |
$256,000 |
-57 |
|
Annapolis Financial Services LLC |
92 |
- |
2024-03-31 |
2,531 |
$177,000 |
-3,874 |
|
Orion Capital Management LLC |
194 |
- |
2024-03-31 |
1,041 |
$73,000 |
-14 |
|
Valued Wealth Advisors LLC |
82 |
- |
2024-03-31 |
532 |
$37,000 |
-254 |
|
|
6 Records found
|
1
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Page 1 of 1 |
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