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Get Institutions for : 
Wbi Tactical Lcv Shares (WBIF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    2
Total shares held : 
 1,358,114  
% of shares held : 
 59.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -196,662  
% of shares held change : 
   -8.55%  
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
 9,496
 0.7%
 
Increased Positions :
1
 30,014
 2.21%
 
Unchanged Positions :
3
 5,613
 0.41%
 
Decreased Positions :
10
-236,172
-17.39%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   WEALTH BUILDERS 4 - 2024-03-31 817,968 $25,073,000 -41,884
   ENVESTNET ASSET MANAGEMENT INC 2218 - 2024-03-31 112,130 $3,437,000 -23,715
   LPL FINANCIAL CORP 2329 - 2024-03-31 80,174 $2,458,000 -4,587
   Cetera Investment Advisers 1563 - 2024-03-31 63,086 $1,934,000 8,104
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2082 - 2024-03-31 49,259 $1,510,000 10,397
   Advisor Group Holdings Inc. 2073 - 2024-03-31 42,185 $1,293,000 -39,937
   CITADEL ADVISORS LLC 2818 - 2024-03-31 41,665 $1,277,000 28,018
   JANE STREET GROUP LLC 3034 - 2024-03-31 33,534 $1,028,000 255
   FINANCIAL NETWORK 1935 - 2024-03-31 16,220 $497,000 -721
   Atria Wealth Solutions Inc. 1461 - 2024-03-31 11,156 $342,000 -1,236
   BANK OF NEW YORK MELLON CORP 3673 - 2024-03-31 9,730 $298,000 -592
   H D Vest Advisory Services 1371 - 2024-03-31 8,523 $261,000 -972
   Householder Group Estate & Retirement Specialist L 266 - 2024-03-31 5,427 $166,000 -185
   ROYAL BANK OF CANADA 6343 *Closed 2024-03-31 0 $0 -1
   MORGAN STANLEY 7519 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 8756 - 2024-03-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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