|
|
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
Vanguard Total Stock Market Index (VTSAX) |
|
|
$ 0.00 (0.00%) as of 4:30 Fri 2/14
|
|
Download |
|
|
Institutional
Holders
Total
Institutions:
|
21 2 |
|
Total
shares held :
|
385,987 |
|
% of shares
held :
|
4.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
70,662 |
|
% of shares
held change :
|
0.79% |
|
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 |
Financial Gravity Wealth Inc. |
56 |
- |
2023-12-31 |
143,476 |
$54,809,000 |
0 |
|
MOTCO |
105 |
- |
2023-12-31 |
20,287 |
$2,353,000 |
0 |
|
STEWART & PATTEN CO LLC |
35 |
- |
2024-03-31 |
14,001 |
$1,772,000 |
0 |
|
ROWLAND & CO INVESTMENT COUNSEL/ADV |
99 |
- |
2024-03-31 |
3,853 |
$488,000 |
0 |
|
Dempze Nancy E |
39 |
- |
2023-12-31 |
3,479 |
$403,000 |
0 |
|
|
5 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
|
|
|
|