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Get Institutions for : 
Altrius Global Dividend Etf (DIVD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 6    1
Total shares held : 
86,371  
% of shares held : 
0.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
25,651  
% of shares held change : 
  0.29%  
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
 6,695
 7.75%
 
Increased Positions :
2
 18,956
 21.95%
 
Unchanged Positions :
3
 36,576
 42.35%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Altrius Capital Management Inc 72 - 2024-03-31 27,160 $911,000 2,777
   One Wealth Management Investment & Advisory Servic 63 - 2024-03-31 17,810 $598,000 -1,877
   AlphaCore Capital LLC 95 - 2024-03-31 15,300 $513,000 0
   LM Advisors LLC 149 - 2024-03-31 11,227 $377,000 9,638
   ROYAL BANK OF CANADA 3684 - 2024-03-31 10,533 $353,000 -8,184
   Fernwood Investment Management LLC 231 *New 2024-03-31 4,227 $142,000 4,227
   UBS Group AG 6610 *New 2024-03-31 52 $2,000 52
   PROEQUITIES INC. 4016 *New 2024-03-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6120 *Closed 2024-03-31 0 $0 -6,695
   MORGAN STANLEY 7604 *New 2024-03-31 1 $0 1

  10 Records found
  1    
  Page 1 of 1
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