Institutional Owners for TREX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MANAGEMENT INC | COM | 351 | $833,595 | 12,715 | 0.00 | 0.00 | -13,713 | -51.89 | 06-30-2023 |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 352 | $1,255,353 | 12,585 | 0.00 | 0.00 | 7,435 | 144.37 | 03-31-2024 |
| FORA CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 12,453 | +Inf | 12-31-2023 | |
| FIRST HAWAIIAN BANK | COM | 354 | $1,237,299 | 12,404 | 0.00 | 0.00 | -2,101 | -14.48 | 03-31-2024 |
