Date | Total | Total Shares | Total Ratio | New | Increased | Decreased |
---|---|---|---|---|---|---|
2024-06-30 | 26 | 1079825 | 9.89% | 7 | 4 | 4 |
2024-03-31 | 21 | 872132 | 9.23% | 1 | 10 | 3 |
2023-12-31 | 21 | 694596 | 7.35% | 5 | 9 | 1 |
2023-09-30 | 28 | 491465 | 6.24% | 2 | 9 | 13 |
2023-06-30 | 32 | 625517 | 0.99% | 5 | 3 | 9 |
2023-03-31 | 29 | 4966995 | 19.20% | 5 | 4 | 6 |
2022-12-31 | 25 | 2894586 | 11.43% | 5 | 5 | 6 |
2022-09-30 | 25 | 2743296 | 11.01% | 2 | 7 | 9 |
date | orgName | total | ratio | changeShares | changeRatio |
---|---|---|---|---|---|
2024-03-31 | Vanguard Group Inc | 176253 | 1.87% | 52942 | 42.93% |
2024-03-31 | Leo Wealth, Llc | 171885 | 1.82% | 41667 | 32.00% |
2024-03-31 | Simon Quick Advisors, Llc | 171885 | 1.82% | 41667 | 32.00% |
2024-03-31 | Sonic Gp Llc | 125000 | 1.32% | 0 | |
2024-03-31 | Geode Capital Management, Llc | 64575 | 0.68% | 16528 | 34.40% |
2024-03-31 | Johnson Financial Group, Inc. | 40610 | 0.43% | 0 | |
2024-03-31 | Wealthspire Advisors, Llc | 29867 | 0.32% | 0 | |
2024-03-31 | Renaissance Technologies Llc | 27428 | 0.29% | 7800 | 39.74% |
2024-03-31 | Kestra Advisory Services, Llc | 20042 | 0.21% | 0 | |
2024-03-31 | Corient Private Wealth Llc | 15625 | 0.17% | 15625 |
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