|
Institutional
Holders
Total
Institutions:
|
14 4 |
|
Total
shares held :
|
332,670 |
|
% of shares
held :
|
3.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-29,071 |
|
% of shares
held change :
|
-0.32% |
|
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 |
Stewardship Advisors LLC |
28 |
- |
2024-06-30 |
75,161 |
$2,233,000 |
-1,761 |
|
CITADEL ADVISORS LLC |
2370 |
- |
2024-06-30 |
65,451 |
$1,945,000 |
-2,382 |
|
JANE STREET GROUP LLC |
2912 |
- |
2024-06-30 |
54,440 |
$1,618,000 |
-52,255 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2126 |
*New |
2024-06-30 |
39,701 |
$1,180,000 |
39,701 |
|
UBS Group AG |
3372 |
- |
2024-06-30 |
34,035 |
$1,011,000 |
-4,618 |
|
McNamara Financial Services Inc. |
40 |
*New |
2024-06-30 |
19,596 |
$582,000 |
19,596 |
|
Cresset Asset Management LLC |
1630 |
*New |
2024-06-30 |
11,000 |
$327,000 |
11,000 |
|
FLOW TRADERS U.S. LLC |
658 |
- |
2024-06-30 |
8,171 |
$243,000 |
-27,328 |
|
JOURNEY STRATEGIC WEALTH LLC |
330 |
*New |
2024-06-30 |
7,656 |
$228,000 |
7,656 |
|
Beta Wealth Group Inc. |
98 |
*New |
2024-06-30 |
6,945 |
$206,000 |
6,945 |
|
Financial Insights Inc. |
155 |
- |
2024-06-30 |
6,940 |
$206,000 |
0 |
|
COMERICA BANK |
2591 |
- |
2024-06-30 |
2,824 |
$84,000 |
0 |
|
Advisor Group Holdings Inc. |
5149 |
- |
2024-06-30 |
750 |
$22,000 |
0 |
|
PROEQUITIES INC. |
4931 |
- |
2024-06-30 |
0 |
$0 |
0 |
|
BANK OF MONTREAL /CAN/ |
3692 |
*Closed |
2024-06-30 |
0 |
$0 |
-25,625 |
|
|
15 Records found
|
1
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