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Get Institutions for : 
Powershares S&p 500 Momentum Portfolio (SPMO)  
$83.89 0.09 (0.11%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    3
Total shares held : 
2,002,183  
% of shares held : 
14.83%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-124,809  
% of shares held change : 
  -0.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$64.89  
Last Quarter's Ending Price : 
$80.22  
Last Quarter's Average Price
$73.67  
Change from last quarter's     
avg. price to the last closing  : 
10.22 (13.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 94,739
 4.73%
 
Increased Positions :
19
 94,234
 4.71%
 
Unchanged Positions :
16
 90,429
 4.52%
 
Decreased Positions :
16
-118,464
-5.92%
 
Closed Positions :
10
-195,318
-9.76%
 
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
   Burt Wealth Advisors 23 - 2024-03-31 41,200 $3,305,000 0
   Beacon Pointe Advisors LLC 498 - 2024-03-31 24,440 $1,961,000 0
   Intelligence Driven Advisers LLC 55 - 2024-03-31 7,482 $600,000 0
   UBS Group AG 4756 - 2024-03-31 2,260 $181,000 0
   DB Wealth Management Group LLC 118 - 2023-12-31 1,546 $101,000 0
   Steward Partners Investment Advisory LLC 2389 - 2024-03-31 328 $26,000 0
   HARBOUR INVESTMENTS INC. 1864 - 2023-12-31 300 $20,000 0
   Archer Investment Corp 637 - 2024-03-31 124 $10,000 0
   Sound Income Strategies LLC 1068 - 2024-03-31 27 $2,000 0
   Tidemark LLC 636 - 2024-03-31 10 $1,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 679 *New 2024-03-31 0 $0 0
   J P MORGAN CHASE & CO 6026 - 2024-03-31 4 $0 0

  12 Records found
  1    
  Page 1 of 1
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