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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
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39 0 |
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Total
shares held :
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1,249,762 |
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% of shares
held :
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83.88% |
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Changes In:
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New/increased
positions vs
old/decreased
positions :
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4 |
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Amount
of shares held :
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66,762 |
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% of shares
held change :
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4.48% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
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Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Belpointe Asset Management LLC |
12 |
- |
2024-03-31 |
282,334 |
$17,191,000 |
84,901 |
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Fountainhead AM LLC |
27 |
- |
2024-03-31 |
40,746 |
$2,481,000 |
12,827 |
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Claraphi Advisory Network LLC |
56 |
- |
2022-12-31 |
13,218 |
$1,322,000 |
6,609 |
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Atomi Financial Group Inc. |
169 |
- |
2024-03-31 |
18,583 |
$1,132,000 |
8,958 |
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Kestra Advisory Services LLC |
1070 |
- |
2023-12-31 |
14,164 |
$1,094,000 |
2,490 |
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MORGAN STANLEY |
5358 |
- |
2023-12-31 |
3,939 |
$304,000 |
928 |
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BANK OF AMERICA CORP /DE/ |
5142 |
- |
2023-12-31 |
1,904 |
$147,000 |
535 |
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7 Records found
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1
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