Ticker: LODI CUSIP: 26922B428 Class: AAM SLC LOW DUR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kestra Advisory Services, LLC | 4,839 | $122 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Grantvest Financial Group LLC | 26,825 | 40,825 | +14,000 (+52.2%) |
| LPL Financial LLC | 281,330 | 297,253 | +15,923 (+5.7%) |
| ENVESTNET ASSET MANAGEMENT INC | 18,992 | 20,218 | +1,226 (+6.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | 32,194 | 27,807 | -4,387 (-13.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 16 | $0 |