|
Institutional
Holders
Total
Institutions:
|
92 10 |
|
Total
shares held :
|
6,962,392 |
|
% of shares
held :
|
77.36% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
1,352,956 |
|
% of shares
held change :
|
15.03% |
|
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 |
Lifeworks Advisors LLC |
165 |
*New |
2024-03-31 |
8,976 |
$327,000 |
8,976 |
|
NewEdge Wealth LLC |
677 |
*New |
2024-03-31 |
7,659 |
$284,000 |
7,659 |
|
JOURNEY STRATEGIC WEALTH LLC |
272 |
*New |
2024-03-31 |
5,812 |
$212,000 |
5,812 |
|
CoreCap Advisors LLC |
544 |
*New |
2023-12-31 |
5,869 |
$205,000 |
5,869 |
|
MATHER GROUP, INC. |
791 |
*New |
2024-03-31 |
2,053 |
$72,000 |
2,053 |
|
WEST PACES ADVISORS INC. |
325 |
*New |
2024-03-31 |
424 |
$15,000 |
424 |
|
|
6 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|