|
Institutional
Holders
Total
Institutions:
|
21 2 |
|
Total
shares held :
|
370,094 |
|
% of shares
held :
|
4.11% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-319,375 |
|
% of shares
held change :
|
-3.55% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Sharkey Howes & Javer |
87 |
- |
2024-03-31 |
12,384 |
$430,000 |
-4,889 |
|
Atomi Financial Group Inc. |
424 |
- |
2023-12-31 |
9,014 |
$291,000 |
-207 |
|
ENVESTNET ASSET MANAGEMENT INC |
3741 |
- |
2023-12-31 |
7,045 |
$227,000 |
-1,105 |
|
Advisor Group Holdings Inc. |
3977 |
- |
2023-12-31 |
5,612 |
$181,000 |
-27,424 |
|
UBS Group AG |
5350 |
- |
2023-12-31 |
1,339 |
$43,000 |
-1,179 |
|
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5 Records found
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1
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Page 1 of 1 |
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