Ticker: LSVD CUSIP: 0075W0155 Class: LSV DISCIPLINED
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| UBS Group AG | 121 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Beta Wealth Group, Inc. | 180,188 | 171,494 | -8,694 (-4.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 15,142 | $426 |