|
Institutional
Holders
Total
Institutions:
|
20 1 |
|
Total
shares held :
|
628,002 |
|
% of shares
held :
|
6.98% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
97,307 |
|
% of shares
held change :
|
1.08% |
|
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 |
BANK OF AMERICA CORP /DE/ |
3467 |
- |
2023-12-31 |
176,196 |
$2,155,000 |
12,075 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3593 |
- |
2024-03-31 |
17,275 |
$191,000 |
7,023 |
|
ROYAL BANK OF CANADA |
4980 |
- |
2023-12-31 |
7,806 |
$95,000 |
1,806 |
|
Financial Synergies Wealth Advisors Inc. |
216 |
- |
2024-03-31 |
1,407 |
$16,000 |
1,407 |
|
BANK OF MONTREAL /CAN/ |
3202 |
- |
2023-12-31 |
817 |
$10,000 |
447 |
|
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5 Records found
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1
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Page 1 of 1 |
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