|
Institutional
Holders
Total
Institutions:
|
34 2 |
|
Total
shares held :
|
5,175,263 |
|
% of shares
held :
|
67.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
67,136 |
|
% of shares
held change :
|
0.87% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.64 |
|
Last
Quarter's Ending
Price :
|
$27.40 |
|
Last
Quarter's Average
Price :
|
$26.30 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.32 (1.22%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MERCER GLOBAL ADVISORS INC /ADV |
159 |
- |
2023-12-31 |
963,518 |
$26,400,000 |
-68,815 |
|
ROYAL BANK OF CANADA |
2116 |
- |
2023-12-31 |
131,214 |
$3,595,000 |
-1,929 |
|
CREATIVE PLANNING |
766 |
- |
2023-12-31 |
103,459 |
$2,835,000 |
-10,891 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1579 |
- |
2024-03-31 |
99,386 |
$2,620,000 |
-8,787 |
|
Elmwood Wealth Management Inc. |
18 |
- |
2023-12-31 |
75,826 |
$2,078,000 |
-39,093 |
|
PROEQUITIES INC. |
174 |
- |
2024-03-31 |
71,446 |
$1,883,000 |
-216 |
|
Advisor Group Holdings Inc. |
2133 |
- |
2024-03-31 |
46,614 |
$1,229,000 |
-11,606 |
|
Lunt Capital Management Inc. |
55 |
- |
2024-03-31 |
22,971 |
$606,000 |
-1,093 |
|
WINDHAM CAPITAL MANAGEMENT, LLC |
65 |
- |
2023-12-31 |
16,195 |
$444,000 |
-918 |
|
Martin Capital Partners LLC |
63 |
- |
2024-03-31 |
13,323 |
$351,000 |
-852 |
|
BANK OF AMERICA CORP /DE/ |
5330 |
- |
2023-12-31 |
3,138 |
$86,000 |
-1,133 |
|
LAM GROUP INC. |
102 |
- |
2024-03-31 |
210 |
$6,000 |
-25 |
|
|
12 Records found
|
1
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