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Get Institutions for : 
Robo Stox Global Robotics And Automotion Index (ROBO)  
$56.48 0.81 (1.46%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 224    2
Total shares held : 
 7,816,484  
% of shares held : 
 29.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -19  
Amount of shares held : 
 -209,915  
% of shares held change : 
   -0.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $55.99  
Last Quarter's Ending Price : 
 $58.64  
Last Quarter's Average Price : 
 $56.55  
Change from last quarter's     
avg. price to the last closing  : 
0.07 (0.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 90,959
 1.16%
 
Increased Positions :
57
 734,260
 9.39%
 
Unchanged Positions :
75
 558,330
 7.14%
 
Decreased Positions :
78
-619,043
-7.92%
 
Closed Positions :
12
-416,091
-5.32%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Eagle Strategies LLC 122 *New 2024-03-31 14,581 $855,000 14,581
   Nelson Van Denburg & Campbell Wealth Management Gr 348 *New 2024-03-31 12,965 $760,000 12,965
   SPRENG CAPITAL MANAGEMENT INC. 66 *New 2024-03-31 7,384 $400,000 7,384
   Dynamic Advisors Solutions LLC 859 *New 2024-03-31 3,505 $206,000 3,505
   BURNS WEALTH MANAGEMENT, INC. 482 *New 2024-03-31 3,418 $200,000 3,418
   Ahrens Investment Partners LLC 307 *New 2023-03-31 1,010 $55,000 1,010
   Cape Investment Advisory Inc. 346 *New 2023-12-31 882 $51,000 882
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 755 *New 2024-03-31 711 $41,000 711
   PFS Partners LLC 150 *New 2024-03-31 600 $35,000 600
   ATLAS CAPITAL ADVISORS LLC 572 *New 2024-03-31 556 $33,000 556
   Atlantic Trust Group LLC 2147 *New 2024-03-31 247 $14,000 247
   MATHER GROUP, INC. 1118 *New 2024-03-31 250 $14,000 250
   Gilliland Jeter Wealth Management LLC 420 *New 2024-03-31 200 $12,000 200
   COLONIAL ASSET MANAGEMENT, INC. 559 *New 2024-03-31 184 $11,000 184
   Anfield Capital Management LLC 166 *New 2024-03-31 133 $8,000 133
   Hartland & Co. LLC 1390 *New 2024-03-31 25 $1,000 25
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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