Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Academy Funds Trust Innovator Ibd 50 Fund (FFTY)  
$27.91 0.29 (1.03%) as of 4:30 Tue 6/11


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    7
Total shares held : 
 1,020,810  
% of shares held : 
 20.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 8,341  
% of shares held change : 
   0.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.68  
Last Quarter's Ending Price : 
 $27.64  
Last Quarter's Average Price : 
 $26.14  
Change from last quarter's     
avg. price to the last closing  : 
1.77 (6.77%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 480
 0.05%
 
Increased Positions :
11
 197,989
 19.4%
 
Unchanged Positions :
13
 9,618
 0.94%
 
Decreased Positions :
13
-147,907
-14.49%
 
Closed Positions :
8
-42,221
-4.14%
 
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
   AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 66 - 2024-03-31 8,725 $234,000 0
   Qube Research & Technologies Ltd 3217 - 2024-03-31 562 $16,000 0
   Ronald Blue Trust Inc. 1364 - 2024-03-31 515 $14,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1023 - 2024-03-31 480 $13,000 0
   PRINCIPAL SECURITIES INC. 2468 - 2024-03-31 266 $7,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 229 - 2023-09-30 300 $7,000 0
   Spire Wealth Management 2012 - 2024-03-31 100 $3,000 0
   Rockbridge Investment Management LCC 160 *Closed 2024-03-31 0 $0 0
   FMR LLC 5118 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 8793 - 2024-03-31 0 $0 0
  10 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us