|
Institutional
Holders
Total
Institutions:
|
18 0 |
|
Total
shares held :
|
530,497 |
|
% of shares
held :
|
37.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-55,657 |
|
% of shares
held change :
|
-3.94% |
|
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 |
SHARIAPORTFOLIO INC. |
7 |
- |
2024-03-31 |
421,942 |
$8,553,000 |
-992 |
|
GTS SECURITIES LLC |
902 |
- |
2023-12-31 |
24,525 |
$495,000 |
-29,167 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
257 |
- |
2024-03-31 |
23,095 |
$468,000 |
-8,570 |
|
Apollon Wealth Management LLC |
1026 |
- |
2024-03-31 |
10,109 |
$205,000 |
-2,516 |
|
Compagnie Lombard Odier SCA |
271 |
- |
2024-03-31 |
8,600 |
$174,000 |
0 |
|
PROEQUITIES INC. |
750 |
- |
2024-03-31 |
7,909 |
$161,000 |
93 |
|
CWM LLC |
1816 |
- |
2024-03-31 |
5,304 |
$108,000 |
0 |
|
ROYAL BANK OF CANADA |
4925 |
- |
2023-12-31 |
5,155 |
$104,000 |
1,728 |
|
Farther Finance Advisors LLC |
811 |
- |
2023-12-31 |
4,800 |
$97,000 |
3,113 |
|
UBS Group AG |
5254 |
- |
2023-12-31 |
2,515 |
$51,000 |
2,515 |
|
TD Waterhouse Canada Inc. |
1094 |
- |
2024-03-31 |
2,047 |
$41,000 |
38 |
|
NATIONAL BANK OF CANADA /FI/ |
1771 |
- |
2023-12-31 |
1,257 |
$26,000 |
0 |
|
IFP Advisors Inc |
1933 |
- |
2023-12-31 |
875 |
$18,000 |
66 |
|
Larson Financial Group LLC |
1161 |
- |
2024-03-31 |
272 |
$6,000 |
120 |
|
Bogart Wealth LLC |
879 |
- |
2024-03-31 |
100 |
$2,000 |
45 |
|
Providence Capital Advisors LLC |
310 |
- |
2023-12-31 |
108 |
$2,000 |
69 |
|
FinTrust Capital Advisors LLC |
1083 |
- |
2024-03-31 |
101 |
$2,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3418 |
*Closed |
2023-12-31 |
0 |
$0 |
-300 |
|
MORGAN STANLEY |
7758 |
- |
2023-12-31 |
1 |
$0 |
-29 |
|
|
19 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|