| |
Institutional
Holders
Total
Institutions:
 |
34  1 |
|
|
Total
shares held :
|
3,601,796 |
|
|
% of shares
held :
|
11.43% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -1 |
|
|
Amount
of shares held :
|
-423,820 |
|
|
% of shares
held change :
|
-1.35% |
|
| 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 |
  Revolve Wealth Partners LLC |
3 |
- |
2024-03-31 |
1,130,762 |
$30,508,000 |
46,005 |
|
| Ethos Financial Group LLC |
21 |
- |
2023-12-31 |
279,009 |
$6,988,000 |
9,232 |
|
| Kathmere Capital Management LLC |
47 |
- |
2024-03-31 |
120,630 |
$3,255,000 |
2,065 |
|
| CITADEL ADVISORS LLC |
1964 |
- |
2023-12-31 |
122,257 |
$3,062,000 |
75,736 |
|
| One Degree Advisors Inc |
25 |
- |
2024-03-31 |
67,414 |
$1,819,000 |
488 |
|
| Warren Street Wealth Advisors LLC |
24 |
- |
2024-03-31 |
40,538 |
$1,094,000 |
1,691 |
|
| OLD MISSION CAPITAL LLC |
510 |
- |
2023-12-31 |
29,187 |
$731,000 |
12,803 |
|
| Betterment LLC |
235 |
- |
2023-12-31 |
17,982 |
$450,000 |
1,254 |
|
| BAKER BOYER NATIONAL BANK |
62 |
- |
2024-03-31 |
14,503 |
$391,000 |
1,065 |
|
| Kathleen S. Wright Associates Inc. |
81 |
- |
2024-03-31 |
14,419 |
$389,000 |
786 |
|
| Moisand Fitzgerald Tamayo LLC |
241 |
- |
2024-03-31 |
775 |
$21,000 |
285 |
|
|
11 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
|
|
|
