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Get Institutions for : 
Roundhill Generative Ai And Technology Etf (CHAT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    1
Total shares held : 
161,374  
% of shares held : 
1.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
-92,047  
% of shares held change : 
  -1.02%  
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 :
5
 31,859
 19.74%
 
Increased Positions :
1
 1,220
 0.76%
 
Unchanged Positions :
5
 12,056
 7.47%
 
Decreased Positions :
6
-73,095
-45.3%
 
Closed Positions :
4
-52,031
-32.24%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GRADIENT INVESTMENTS LLC 165 *New 2024-03-31 52,637 $1,873,000 52,637
   Gemmer Asset Management LLC 62 *New 2024-03-31 24,443 $870,000 24,443
   Atria Wealth Solutions Inc. 1135 *New 2024-03-31 17,585 $626,000 17,585
   SeaCrest Wealth Management LLC 455 *New 2024-03-31 8,075 $287,000 8,075
   ENVESTNET ASSET MANAGEMENT INC 3837 *New 2024-03-31 6,452 $230,000 6,452
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2140 *New 2024-03-31 5,957 $212,000 5,957
   VALLEY NATIONAL ADVISERS INC 239 *New 2024-03-31 5,774 $205,000 5,774
   MARK SHEPTOFF FINANCIAL PLANNING LLC 287 *New 2024-03-31 300 $11,000 300
   NATIONAL BANK OF CANADA /FI/ 1983 *New 2024-03-31 300 $10,000 300
   Atlantic Trust Group LLC 2994 *New 2024-03-31 3 $0 3

  10 Records found
  1    
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