Institutional Owners for IDA
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
VISIONPOINT ADVISORY GROUP LLC COM 651 $2,601 28 0.00 0.00 4 16.67 03-31-2024
GLOBAL RETIREMENT PARTNERS LLC COM 652 $2,415 26 0.00 0.00 -99 -79.20 03-31-2024
PRESTIGE WEALTH MANAGEMENT GROUP LLC COM 653 $2,323 25 0.00 0.00 0 0.00 03-31-2024
JNBA FINANCIAL ADVISORS COM 654 $2,154 23 0.00 23 +Inf 09-30-2023
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