|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Vanguard Balanced Index Fund Inc (VBIN.X) |
|
|
$ 0.00 (0.00%) as of 4:30 Fri 2/14
|
|
Download |
|
| |
Institutional
Holders
Total
Institutions:
 |
6  1 |
|
|
Total
shares held :
|
206,822 |
|
|
% of shares
held :
|
22.98% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
|
Amount
of shares held :
|
-1,286,240 |
|
|
% of shares
held change :
|
 -142.92% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Strategic Investment Solutions Inc. /IL |
16 |
- |
2023-12-31 |
133,197 |
$5,938,000 |
-1,349,443 |
|
| Ethos Financial Group LLC |
52 |
*New |
2023-12-31 |
62,986 |
$1,359,000 |
62,986 |
|
| Williams Jones Wealth Management LLC. |
378 |
- |
2023-12-31 |
8,444 |
$376,000 |
213 |
|
| GOFEN & GLOSSBERG LLC /IL/ |
461 |
- |
2022-12-31 |
5,572 |
$221,000 |
-138 |
|
| Main Street Group LTD |
192 |
- |
2023-12-31 |
1,350 |
$60,000 |
0 |
|
| ORG Partners LLC |
546 |
- |
2023-12-31 |
674 |
$30,000 |
0 |
|
| Livelsberger Financial Advisory |
195 |
- |
2023-12-31 |
198 |
$9,000 |
0 |
|
| DIVIDEND GROWTH ADVISORS LLC |
357 |
- |
2023-12-31 |
171 |
$8,000 |
4 |
|
| TUCKER ASSET MANAGEMENT LLC |
1145 |
*Closed |
2023-12-31 |
0 |
$0 |
-6 |
|
|
9 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
|
|
|
|
