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Get Institutions for : 
Global X Millennials Thematic (MILN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    5
Total shares held : 
 951,506  
% of shares held : 
 29.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 68,489  
% of shares held change : 
   2.14%  
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 :
7
 46,281
 4.86%
 
Increased Positions :
9
 53,549
 5.63%
 
Unchanged Positions :
12
 25,105
 2.64%
 
Decreased Positions :
15
-30,837
-3.24%
 
Closed Positions :
2
-504
-0.05%
 
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
   BANK OF AMERICA CORP /DE/ 1865 - 2024-03-31 553,465 $21,640,000 66,972
   HBW Advisory Services LLC 42 - 2024-03-31 99,747 $3,536,000 0
   LPL FINANCIAL CORP 2172 - 2024-03-31 74,815 $2,925,000 19,145
   MORGAN STANLEY 4430 - 2024-03-31 52,582 $2,056,000 1,414
   Change Path LLC 296 - 2024-03-31 36,143 $1,413,000 7,278
   COMMONWEALTH EQUITY SERVICES LLC. 2282 - 2024-03-31 23,920 $935,000 -1,899
   Stratos Wealth Partners LTD. 734 - 2024-03-31 19,425 $760,000 -4,513
   ENVESTNET ASSET MANAGEMENT INC 3206 - 2024-03-31 18,397 $719,000 2,057
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1810 *New 2024-03-31 15,600 $610,000 15,600
   Cetera Investment Advisers 1193 - 2024-03-31 12,918 $505,000 -4,922
   ROYAL BANK OF CANADA 3535 - 2024-03-31 11,393 $445,000 -1,407
   EAGLE WEALTH STRATEGIES LLC 51 - 2024-03-31 10,218 $395,000 -327
   Archford Capital Strategies LLC 195 - 2024-03-31 10,035 $392,000 -11
   MULTIFINANCIAL SECURITIES CORP 1939 *New 2024-03-31 7,609 $297,000 7,609
   Advisor Group Holdings Inc. 3364 - 2024-03-31 7,213 $282,000 -1,007
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2880 - 2024-03-31 6,894 $270,000 -3,482
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4171 *New 2024-03-31 6,880 $269,000 6,880
   Banco Santander S.A. 386 - 2024-03-31 6,880 $269,000 -1,550
   PERSONAL CFO SOLUTIONS LLC 452 - 2024-03-31 6,285 $246,000 -2,300
   NTV ASSET MANAGEMENT LLC 243 - 2024-03-31 5,660 $221,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 400 - 2024-03-31 5,555 $217,000 167
   GeoWealth Management LLC 684 - 2024-03-31 5,139 $201,000 -9,182
   BARCLAYS PLC 3535 - 2024-03-31 2,250 $88,000 0
   SANDY SPRING BANK 591 - 2024-03-31 1,210 $47,000 0
   Householder Group Estate & Retirement Specialist L 497 - 2024-03-31 1,116 $44,000 0
   Capital Investment Advisory Services LLC 673 - 2024-03-31 1,068 $42,000 -181
   Covestor Ltd 1031 - 2024-03-31 847 $33,000 71
   Goss Wealth Management LLC 2468 - 2024-03-31 768 $30,000 -88
   UBS Group AG 5573 - 2024-03-31 671 $26,000 671
   ABSOLUTE INVESTMENT MANAGEMENT LLC 169 - 2024-03-31 675 $26,000 80
   HARBOUR INVESTMENTS INC. 1767 - 2023-12-31 683 $24,000 155
   NATIONAL BANK OF CANADA /FI/ 1807 - 2024-03-31 586 $22,000 0
   GPS Wealth Strategies Group LLC 716 - 2024-03-31 500 $20,000 0
   PNC FINANCIAL SERVICES GROUP INC 3757 - 2024-03-31 207 $8,000 144
   FMR LLC 4237 - 2024-03-31 171 $7,000 -118
   J P MORGAN CHASE & CO 5083 - 2024-03-31 154 $6,000 0
   BLAIR WILLIAM & CO/IL 1730 *New 2024-03-31 150 $6,000 150
   Spire Wealth Management 2023 - 2024-03-31 69 $3,000 0
   VitalStone Financial LLC 413 - 2024-03-31 55 $2,000 0
   Steward Financial Group LLC 1040 - 2023-09-30 71 $2,000 71
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3011 - 2024-03-31 30 $1,000 30
   Ronald Blue Trust Inc. 1979 *New 2024-03-31 38 $1,000 38
   Cassady Schiller Wealth Management LLC 448 - 2024-03-31 20 $1,000 0
   Private Wealth Management Group LLC 1505 - 2024-03-31 1 $0 0
   DHJJ Financial Advisors Ltd. 732 - 2024-03-31 2 $0 0
   PROEQUITIES INC. 7244 - 2024-03-31 0 $0 0
   TOWER RESEARCH CAPITAL LLC 5870 - 2024-03-31 1 $0 -2
   WELLS FARGO & CO/MN 6633 - 2024-03-31 1 $0 0
   CITADEL ADVISORS LLC 6477 *Closed 2024-03-31 0 $0 -18,381
   PRUDENTIAL CORP PLC 894 *Closed 2024-03-31 0 $0 -22,000
   PRIVATE TRUST CO NA 2334 *Closed 2024-03-31 0 $0 -396
  51 Records found
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