|
Institutional
Holders
Total
Institutions:
|
44 0 |
|
Total
shares held :
|
431,339 |
|
% of shares
held :
|
4.79% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
92,278 |
|
% of shares
held change :
|
1.03% |
|
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 |
JANE STREET GROUP LLC |
2904 |
- |
2023-12-31 |
34,007 |
$1,301,000 |
-12,122 |
|
Better Money Decisions LLC |
28 |
- |
2024-03-31 |
23,472 |
$919,000 |
-6 |
|
Biltmore Family Office LLC |
96 |
- |
2023-12-31 |
15,931 |
$609,000 |
-2,796 |
|
LPL FINANCIAL CORP |
3951 |
- |
2024-03-31 |
9,446 |
$370,000 |
-6,999 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1570 |
- |
2023-09-30 |
7,221 |
$239,000 |
-22 |
|
Optas LLC |
183 |
- |
2024-03-31 |
5,513 |
$216,000 |
-2,152 |
|
BLAIR WILLIAM & CO/IL |
1511 |
- |
2024-03-31 |
2,365 |
$93,000 |
-215 |
|
PRINCIPAL SECURITIES INC. |
1438 |
- |
2024-03-31 |
1,643 |
$64,000 |
-223 |
|
BANK OF AMERICA CORP /DE/ |
5544 |
- |
2023-12-31 |
1,058 |
$40,000 |
-234 |
|
Covestor Ltd |
1818 |
- |
2024-03-31 |
65 |
$3,000 |
-2 |
|
MORGAN STANLEY |
7193 |
- |
2023-12-31 |
1 |
$0 |
-14 |
|
|
11 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
|
|
|