Ticker: PRXV CUSIP: 74006E744 Class: IMPACT LARGE CAP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| HARBOUR INVESTMENTS, INC. | 7,659 | $232 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LifeGuide Financial Advisors, LLC | 118,378 | 164,795 | +46,417 (+39.2%) |
| EverSource Wealth Advisors, LLC | 1,236,155 | 1,375,888 | +139,733 (+11.3%) |
| Kestra Advisory Services, LLC | 115,164 | 137,669 | +22,505 (+19.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| UBS Group AG | 259 | $8 |