|
Institutional
Holders
Total
Institutions:
|
34 1 |
|
Total
shares held :
|
676,071 |
|
% of shares
held :
|
16.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
Amount
of shares held :
|
241,732 |
|
% of shares
held change :
|
6.04% |
|
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 |
Idaho Trust Bank |
11 |
*New |
2024-03-31 |
19,593 |
$2,350,000 |
19,593 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
41 |
*New |
2024-03-31 |
16,627 |
$1,994,000 |
16,627 |
|
HIGHTOWER ADVISORS, LLC |
2544 |
*New |
2024-03-31 |
2,809 |
$337,000 |
2,809 |
|
Cetera Investment Advisers |
1993 |
*New |
2023-12-31 |
1,942 |
$214,000 |
1,942 |
|
FMR LLC |
4040 |
*New |
2023-12-31 |
102 |
$11,000 |
102 |
|
Rockbridge Investment Management LCC |
410 |
*New |
2023-12-31 |
82 |
$9,000 |
82 |
|
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6 Records found
|
1
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Page 1 of 1 |
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