Ticker: ROPE CUSIP: 02072L169 Class: COASTAL COMPASS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Strategic Wealth Investment Group, LLC | 76,891 | $2,079 |
| Envestnet Portfolio Solutions, Inc. | 26,394 | $709 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Safe Harbor Fiduciary, LLC | 44,646 | 73,394 | +28,748 (+64.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MIRAE ASSET SECURITIES (USA) INC. | 18,283 | 16,377 | -1,906 (-10.4%) |