|
Institutional
Holders
Total
Institutions:
|
101 1 |
|
Total
shares held :
|
7,688,672 |
|
% of shares
held :
|
37.09% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
116,992 |
|
% of shares
held change :
|
0.56% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$18.12 |
|
Last
Quarter's Ending
Price :
|
$21.91 |
|
Last
Quarter's Average
Price :
|
$19.94 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.01 (20.11%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
4307 |
*New |
2024-03-31 |
10,147 |
$229,000 |
10,147 |
|
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN |
1892 |
*New |
2024-03-31 |
9,570 |
$219,000 |
9,570 |
|
CREATIVE PLANNING |
2387 |
*New |
2023-12-31 |
9,488 |
$208,000 |
9,488 |
|
Future Financial Wealth Managment LLC |
225 |
*New |
2024-03-31 |
3,000 |
$68,000 |
3,000 |
|
Rise Advisors LLC |
643 |
*New |
2024-03-31 |
884 |
$20,000 |
884 |
|
|
5 Records found
|
1
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Page 1 of 1 |
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