|
Institutional
Holders
Total
Institutions:
|
10 2 |
|
Total
shares held :
|
350,473 |
|
% of shares
held :
|
12.93% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
-125,671 |
|
% of shares
held change :
|
-4.64% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Lakeview Capital Partners LLC |
29 |
- |
2024-03-31 |
196,991 |
$4,389,000 |
-54,281 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1261 |
- |
2024-03-31 |
22,928 |
$511,000 |
-21,109 |
|
BlueChip Wealth Advisors LLC |
68 |
- |
2024-03-31 |
19,437 |
$433,000 |
-2,394 |
|
ENVESTNET ASSET MANAGEMENT INC |
3762 |
- |
2024-03-31 |
11,746 |
$262,000 |
-1,956 |
|
SANDY SPRING BANK |
384 |
- |
2024-03-31 |
7,541 |
$168,000 |
-3,310 |
|
UBS Group AG |
6634 |
- |
2024-03-31 |
72 |
$2,000 |
-192 |
|
|
6 Records found
|
1
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Page 1 of 1 |
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