Institutional Owners for BDJ
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | COM | 151 | $193,000 | 23,390 | 0.00 | 0.00 | -6,955 | -22.92 | 03-31-2024 |
| CASSADAY & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| REGIONS FINANCIAL CORP | COM | 153 | $192,225 | 23,300 | 0.00 | 0.00 | 10,000 | 75.19 | 03-31-2024 |
| SRS CAPITAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 23,155 | +Inf | 03-31-2024 |
