| |
Institutional
Holders
Total
Institutions:
 |
61  10 |
|
|
Total
shares held :
|
7,844,162 |
|
|
% of shares
held :
|
8.72% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
|
Amount
of shares held :
|
1,057,492 |
|
|
% of shares
held change :
|
1.17% |
|
| 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 |
  Jordan Park Group LLC |
8 |
- |
2023-12-31 |
1,206,696 |
$67,116,000 |
-73,465 |
|
| Betterment LLC |
39 |
- |
2023-12-31 |
964,591 |
$53,651,000 |
-976 |
|
| LITMAN GREGORY ASSET MANAGEMENT LLC |
26 |
- |
2024-03-31 |
175,098 |
$10,725,000 |
-12,038 |
|
| Phoenix Wealth Advisors |
16 |
- |
2024-03-31 |
53,716 |
$3,290,000 |
-669 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1738 |
- |
2023-12-31 |
42,092 |
$2,341,000 |
-9,056 |
|
| GTS SECURITIES LLC |
818 |
- |
2023-12-31 |
10,892 |
$606,000 |
-19,770 |
|
| CREATIVE PLANNING |
2028 |
- |
2023-12-31 |
5,815 |
$323,000 |
-4,856 |
|
| LPL FINANCIAL CORP |
4156 |
- |
2023-12-31 |
4,465 |
$248,000 |
-546 |
|
| ROYAL BANK OF CANADA |
4385 |
- |
2023-12-31 |
3,998 |
$222,000 |
-10,258 |
|
| Advisor Group Holdings Inc. |
5249 |
- |
2023-12-31 |
488 |
$27,000 |
-2,019 |
|
|
10 Records found
|
1
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Page 1 of 1 |
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