|
Institutional
Holders
Total
Institutions:
|
9 2 |
|
Total
shares held :
|
1,657,647 |
|
% of shares
held :
|
1.84% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
61,049 |
|
% of shares
held change :
|
0.07% |
|
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 |
Sound Income Strategies LLC |
11 |
- |
2024-03-31 |
1,663,633 |
$31,092,000 |
56,104 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
196 |
*New |
2024-03-31 |
56,737 |
$1,058,000 |
56,737 |
|
JANE STREET GROUP LLC |
3675 |
- |
2023-12-31 |
34,624 |
$638,000 |
4,152 |
|
Fiduciary Planning LLC |
|
*New |
2023-12-31 |
12,218 |
$225,000 |
12,218 |
|
Advisor Group Holdings Inc. |
5003 |
- |
2023-12-31 |
2,152 |
$40,000 |
0 |
|
DELTA ASSET MANAGEMENT LLC/TN |
470 |
- |
2023-12-31 |
430 |
$8,000 |
0 |
|
UBS Group AG |
6163 |
- |
2023-12-31 |
455 |
$8,000 |
349 |
|
Ronald Blue Trust Inc. |
1897 |
*New |
2023-12-31 |
238 |
$4,000 |
238 |
|
MORGAN STANLEY |
7378 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
J P MORGAN CHASE & CO |
6195 |
*Closed |
2023-12-31 |
0 |
$0 |
-666 |
|
PROEQUITIES INC. |
7580 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
11 Records found
|
1
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