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Get Institutions for : 
Strategas Global Policy Opportunities Etf (SAGP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    2
Total shares held : 
 1,079,493  
% of shares held : 
 11.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -41,847  
% of shares held change : 
   -0.46%  
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 :
3
 11,548
 1.07%
 
Increased Positions :
5
 113,390
 10.5%
 
Unchanged Positions :
4
 35,851
 3.32%
 
Decreased Positions :
1
-145,620
-13.49%
 
Closed Positions :
1
-21,165
-1.96%
 
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
   Baird Financial Group Inc. 395 - 2024-03-31 524,988 $14,490,000 -37,446
   ENVESTNET ASSET MANAGEMENT INC 1578 - 2024-03-31 330,038 $9,109,000 -1,108
   TRIANGLE SECURITIES WEALTH MANAGEMENT 46 - 2024-03-31 80,516 $2,222,000 492
   Cambridge Advisors Inc. 104 - 2024-03-31 22,042 $608,000 -172
   JAFFETILCHIN INVESTMENT PARTNERS LLC 238 - 2024-03-31 15,381 $425,000 2,281
   FIDUCIARY TRUST CO 517 - 2024-03-31 13,420 $370,000 0
   Archford Capital Strategies LLC 235 - 2024-03-31 8,829 $244,000 58
   MORGAN STANLEY 6076 - 2024-03-31 1,427 $39,000 0
   Parallel Advisors LLC 2142 *New 2024-03-31 500 $14,000 500
   GAMMA Investing LLC 2326 - 2024-03-31 217 $6,000 0
   UBS Group AG 6285 - 2024-03-31 190 $5,000 -902
   PROEQUITIES INC. 7222 - 2024-03-31 0 $0 0
   BANK OF MONTREAL /CAN/ 3590 *Closed 2024-03-31 0 $0 -1,350
   JANE STREET GROUP LLC 5806 *Closed 2024-03-31 0 $0 -44,298
  14 Records found
  1    
  Page 1 of 1
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