Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Bitwise Crypto Industry Innovators Etf (BITQ)  
$13.46 0.40 (3.06%) as of 4:30 Thu 6/6


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    3
Total shares held : 
2,935,043  
% of shares held : 
32.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
1,214,774  
% of shares held change : 
  13.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$11.33  
Last Quarter's Ending Price : 
$13.16  
Last Quarter's Average Price
$10.81  
Change from last quarter's     
avg. price to the last closing  : 
2.65 (24.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 421,471
 14.36%
 
Increased Positions :
17
 922,610
 31.43%
 
Unchanged Positions :
20
 178,135
 6.07%
 
Decreased Positions :
13
-89,913
-3.06%
 
Closed Positions :
10
-39,394
-1.34%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Strategic Family Wealth Counselors L.L.C. 48 - 2024-03-31 77,692 $1,022,000 0
   Brandywine Oak Private Wealth LLC 186 - 2024-03-31 24,862 $327,000 0
   Bordeaux Wealth Advisors LLC 99 - 2024-03-31 17,824 $235,000 0
   Intercontinental Wealth Advisors LLC 303 - 2023-06-30 12,000 $97,000 0
   Advantage Trust Co 100 - 2024-03-31 4,500 $59,000 0
   Main Management LLC 101 - 2024-03-31 3,890 $51,000 0
   Peoples Bank/KS 186 - 2024-03-31 1,422 $19,000 0
   Parallel Advisors LLC 2121 - 2024-03-31 1,130 $15,000 0
   BDO Wealth Advisors LLC 655 - 2023-06-30 1,790 $14,000 0
   Cornerstone Planning Group LLC 399 - 2024-03-31 1,000 $11,000 0
   AllSquare Wealth Management LLC 373 - 2024-03-31 772 $10,000 0
   Asset Dedication LLC 688 - 2024-03-31 758 $10,000 0
   Farther Finance Advisors LLC 1742 - 2024-03-31 800 $10,000 0
   JNBA FINANCIAL ADVISORS 491 - 2024-03-31 550 $7,000 0
   Tradewinds Capital Management LLC 401 - 2024-03-31 200 $3,000 0
   ROBBINS FARLEY LLC 144 - 2024-03-31 10 $0 0
   PROEQUITIES INC. 3496 - 2024-03-31 0 $0 0
   Compagnie Lombard Odier SCA 538 *New 2024-03-31 0 $0 0

  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results