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Get Institutions for : 
Ubs Etracs Wells Fargo Business Development Company Index Etn Series B Due 26 Ap (BDCZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 11    0
Total shares held : 
 135,758  
% of shares held : 
 1.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 10,232  
% of shares held change : 
   0.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 2,271
 1.67%
 
Increased Positions :
2
 22,475
 16.56%
 
Unchanged Positions :
2
 4,240
 3.12%
 
Decreased Positions :
6
-10,860
-8%
 
Closed Positions :
1
-3,654
-2.69%
 
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
   Eudaimonia Partners LLC 104 - 2024-03-31 46,599 $910,000 2,656
   EUDAIMONIA ADVISORS LLC 83 - 2024-03-31 34,703 $678,000 -2,297
   Change Path LLC 620 - 2024-03-31 21,547 $421,000 1,138
   HILLTOP HOLDINGS INC. 492 - 2024-03-31 15,917 $311,000 -5,279
   Lindbrook Capital LLC 618 - 2024-03-31 4,000 $78,000 0
   PROEQUITIES INC. 1088 - 2024-03-31 3,172 $62,000 0
   Advisor Group Holdings Inc. 4694 - 2024-03-31 2,560 $50,000 -429
   MORGAN STANLEY 6476 - 2024-03-31 537 $10,000 0
   CoreFirst Bank & Trust 316 - 2024-03-31 476 $9,000 0
   Geneos Wealth Management Inc. 1726 - 2024-03-31 240 $5,000 0
   Creekmur Asset Management LLC 610 - 2024-03-31 130 $3,000 3
   WELLS FARGO & CO/MN 6102 - 2024-03-31 0 $0 -1
   ADVISORY SERVICES NETWORK, LLC 3097 *Closed 2024-03-31 0 $0 -2,271
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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