Ticker: LQDB CUSIP: 46436E494 Class: BBB
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Belpointe Asset Management LLC | 3,808 | $332 |
| GOLDMAN SACHS GROUP INC | 20,545 | $1,790 |
| Geneos Wealth Management Inc. | 8 | $1 |
| US BANCORP \DE\ | 4 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Insight Wealth Partners, LLC | 26,293 | 27,405 | +1,112 (+4.2%) |
| BANK OF AMERICA CORP /DE/ | 45,370 | 56,974 | +11,604 (+25.6%) |
| JANE STREET GROUP, LLC | 20,124 | 28,557 | +8,433 (+41.9%) |
| Bank of New York Mellon Corp | 38,529 | 40,217 | +1,688 (+4.4%) |
| HARBOUR INVESTMENTS, INC. | 400 | 984 | +584 (+146.0%) |
| Integrated Wealth Concepts LLC | 7,400 | 7,525 | +125 (+1.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CITADEL ADVISORS LLC | 22,480 | 17,524 | -4,956 (-22.0%) |
| UBS Group AG | 124 | 13 | -111 (-89.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Cornerstone Planning Group LLC | 16 | $1 |