Ticker: TXXI CUSIP: 09789C663 Class: IR M TAX AWARE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Coppell Advisory Solutions LLC | 6,543 | $331 |
| Inspire Advisors, LLC | 6,347 | $321 |
| CAPTRUST FINANCIAL ADVISORS | 57,360 | $2,902 |
| CWM, LLC | 7,750 | $0 |
| Thrivent Financial for Lutherans | 5,940 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BCGM Wealth Management, LLC | 64,252 | 67,465 | +3,213 (+5.0%) |
| Brinker Capital Investments, LLC | 43,715 | 56,242 | +12,527 (+28.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Balance Wealth, LLC | 9,924 | 9,691 | -233 (-2.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 10,178 | $513 |
| CITADEL ADVISORS LLC | 4,395 | $222 |