|
Institutional
Holders
Total
Institutions:
|
69 2 |
|
Total
shares held :
|
1,014,319 |
|
% of shares
held :
|
10.62% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
-6,170 |
|
% of shares
held change :
|
-0.06% |
|
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 |
Main Management ETF Advisors LLC |
18 |
- |
2023-12-31 |
222,430 |
$12,618,000 |
-57,500 |
|
MORGAN STANLEY |
3794 |
- |
2023-12-31 |
92,806 |
$5,265,000 |
-1,028 |
|
BANK OF AMERICA CORP /DE/ |
3055 |
- |
2023-12-31 |
66,068 |
$3,748,000 |
-4,728 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1801 |
- |
2024-03-31 |
30,693 |
$1,919,000 |
-381 |
|
UBS Group AG |
3298 |
- |
2023-12-31 |
20,224 |
$1,147,000 |
-1,665 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1215 |
- |
2024-03-31 |
16,604 |
$1,038,000 |
-762 |
|
Advisor Group Holdings Inc. |
2332 |
- |
2024-03-31 |
15,664 |
$979,000 |
-900 |
|
RAYMOND JAMES & ASSOCIATES |
2633 |
- |
2024-03-31 |
14,590 |
$912,000 |
-1,915 |
|
Vontobel Holding Ltd. |
661 |
- |
2024-03-31 |
12,172 |
$761,000 |
-800 |
|
ROTHSCHILD INVESTMENT CORP /IL |
247 |
- |
2023-09-30 |
11,315 |
$583,000 |
-1,460 |
|
CREDIT SUISSE/ |
2575 |
- |
2024-03-31 |
7,982 |
$499,000 |
-976 |
|
WELLS FARGO & CO/MN |
3403 |
- |
2024-03-31 |
7,827 |
$489,000 |
-1,467 |
|
AMERIPRISE FINANCIAL INC |
3429 |
- |
2023-12-31 |
7,563 |
$429,000 |
-107 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4153 |
- |
2024-03-31 |
4,354 |
$272,000 |
-21,736 |
|
Kingsview Wealth Management LLC |
848 |
- |
2024-03-31 |
4,333 |
$271,000 |
-19 |
|
J P MORGAN CHASE & CO |
4062 |
- |
2024-03-31 |
4,316 |
$270,000 |
-317 |
|
SCOTIA CAPITAL INC. |
677 |
- |
2023-12-31 |
4,738 |
$269,000 |
-405 |
|
Private Advisor Group LLC |
1932 |
- |
2024-03-31 |
4,170 |
$261,000 |
-577 |
|
Kestra Advisory Services LLC |
1921 |
- |
2023-12-31 |
4,576 |
$260,000 |
-1,271 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2987 |
- |
2024-03-31 |
3,285 |
$205,000 |
-966 |
|
Main Management LLC |
85 |
- |
2023-12-31 |
1,178 |
$67,000 |
-1,127 |
|
IFP Advisors Inc |
1621 |
- |
2023-12-31 |
669 |
$38,000 |
-191 |
|
SALEM INVESTMENT COUNSELORS INC |
621 |
- |
2024-03-31 |
575 |
$36,000 |
-75 |
|
Stephens Consulting LLC |
270 |
- |
2024-03-31 |
256 |
$16,000 |
-500 |
|
CWM LLC |
3720 |
- |
2024-03-31 |
56 |
$4,000 |
-180 |
|
ANCORA ADVISORS, LLC |
1486 |
- |
2023-12-31 |
18 |
$1,000 |
-6 |
|
|
26 Records found
|
1
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