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Get Institutions for : 
Infracap Mlp Etf (AMZA)  
$38.81 0.58 (1.52%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    7
Total shares held : 
763,236  
% of shares held : 
10.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
194,215  
% of shares held change : 
  2.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$34.81  
Last Quarter's Ending Price : 
$35.32  
Last Quarter's Average Price
$35.27  
Change from last quarter's     
avg. price to the last closing  : 
3.54 (10.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 58,771
 7.7%
 
Increased Positions :
11
 186,298
 24.41%
 
Unchanged Positions :
13
 74,479
 9.76%
 
Decreased Positions :
12
-49,807
-6.53%
 
Closed Positions :
1
-1,047
-0.14%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 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 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
   LPL FINANCIAL CORP 1944 - 2024-03-31 95,775 $3,946,000 -104,936
   Goss Wealth Management LLC 621 - 2024-03-31 57,733 $2,379,000 -1,519
   Beirne Wealth Consulting Services LLC 30 - 2024-03-31 37,247 $1,535,000 -678
   Fulcrum Equity Management 20 - 2024-03-31 30,123 $1,241,000 -2,623
   REGENT INVESTMENT MANAGEMENT LLC 143 - 2022-12-31 13,850 $438,000 -9,000
   Legacy Capital Group California Inc. 236 - 2024-03-31 6,799 $280,000 -1,878
   MARSHALL WACE LLP 1885 - 2024-03-31 5,900 $243,000 -482
   PNC FINANCIAL SERVICES GROUP INC 2243 - 2024-03-31 4,425 $182,000 -1,366
   TUCKER ASSET MANAGEMENT LLC 173 - 2023-12-31 2,420 $85,000 -129
   J P MORGAN CHASE & CO 4542 - 2024-03-31 2,050 $84,000 -64
   ROYAL BANK OF CANADA 5073 - 2024-03-31 856 $35,000 -110

  11 Records found
  1    
  Page 1 of 1
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