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Get Institutions for : 
Yieldmax Nvda Option Income Strategy Etf (NVDY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    5
Total shares held : 
 128,968  
% of shares held : 
 1.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 -106,409  
% of shares held change : 
   -1.18%  
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 :
10
 42,793
 33.18%
 
Increased Positions :
6
 32,093
 24.88%
 
Unchanged Positions :
1
 12,990
 10.07%
 
Decreased Positions :
2
-32,104
-24.89%
 
Closed Positions :
5
-149,191
-115.68%
 
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
   Toroso Investments LLC 125 *New 2024-03-31 305,239 $8,974,000 305,239
   CENTAURUS FINANCIAL INC. 285 *New 2024-03-31 26,665 $784,000 26,665
   STEPHENS INC /AR/ 701 *New 2024-03-31 22,695 $667,000 22,695
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2570 *New 2024-03-31 11,853 $348,000 11,853
   Atomi Financial Group Inc. 510 *New 2024-03-31 10,798 $317,000 10,798
   Straight Path Wealth Management 69 *New 2024-03-31 7,593 $223,000 7,593
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 351 *New 2024-03-31 1,627 $48,000 1,627
   ANCORA ADVISORS, LLC 1396 *New 2024-03-31 124 $4,000 124
   Newbridge Financial Services Group Inc. 948 *New 2024-03-31 100 $3,000 100
   HARBOUR INVESTMENTS INC. 2799 *New 2023-12-31 26 $1,000 26
   NATIONAL BANK OF CANADA /FI/ 2348 *New 2024-03-31 25 $1,000 25
   CWM LLC 4531 *New 2024-03-31 5 $0 5
   Strategic Investment Solutions Inc. /IL 757 *New 2023-12-31 10 $0 10
   VIMA LLC 470 *New 2024-03-31 1,000 $0 1,000
  14 Records found
  1    
  Page 1 of 1
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