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Get Institutions for : 
Veridien Climate Action Etf (CLIA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    2
Total shares held : 
 1,464,383  
% of shares held : 
 16.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 58,355  
% of shares held change : 
   0.65%  
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 :
2
 10,277
 0.7%
 
Increased Positions :
9
 51,579
 3.52%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
1
-3,501
-0.24%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   ENVESTNET ASSET MANAGEMENT INC 1237 - 2024-03-31 818,222 $15,751,000 16,442
   MML INVESTORS SERVICES LLC 643 - 2024-03-31 256,919 $4,946,000 2,471
   W. E. Donoghue & Co. LLC 15 - 2024-03-31 172,559 $3,322,000 12,204
   PROEQUITIES INC. 119 - 2024-03-31 153,913 $2,963,000 5,073
   Envestnet Portfolio Solutions Inc. 1077 - 2024-03-31 28,837 $555,000 1,075
   COMMONWEALTH EQUITY SERVICES LLC. 2822 - 2024-03-31 24,850 $478,000 0
   Global Retirement Partners LLC 782 - 2024-03-31 10,417 $201,000 841
   Advisor Group Holdings Inc. 4270 - 2024-03-31 4,783 $92,000 -549
   FTB Advisors Inc. 999 - 2024-03-31 2,369 $46,000 541
   UBS Group AG 5780 - 2024-03-31 811 $16,000 612
   NBC SECURITIES INC. 2031 *New 2024-03-31 0 $1,000 0
   Kestra Advisory Services LLC 2500 *Closed 2024-03-31 0 $0 -10,078
   Wellington Wealth Strategies LLC. 182 *Closed 2024-03-31 0 $0 -10,566
   GTS SECURITIES LLC 1789 *Closed 2024-03-31 0 $0 -19,335
  14 Records found
  1    
  Page 1 of 1
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