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Get Institutions for : 
Credit Suisse X Links Crude Oil Shares Covered Call Etn Exp 24th Apr 2037 (USOI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    0
Total shares held : 
162,474  
% of shares held : 
0.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
195  
% of shares held change : 
  0%  
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
 5,059
 3.11%
 
Increased Positions :
3
 27,993
 17.23%
 
Unchanged Positions :
8
 17,284
 10.64%
 
Decreased Positions :
6
-30,245
-18.62%
 
Closed Positions :
2
-2,612
-1.61%
 
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Atria Wealth Solutions Inc. 1758 *New 2024-03-31 2,816 $217,000 2,816
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 258 *New 2024-03-31 1,200 $93,000 1,200
   CWM LLC 4476 *New 2024-03-31 5 $0 5
   MATHER GROUP, INC. 1743 *New 2024-03-31 2 $0 2

  4 Records found
  1    
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