Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Columbia Em Core Ex China Etf (XCEM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 122    28
Total shares held : 
 17,557,790  
% of shares held : 
 19.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   53  
Amount of shares held : 
 4,890,668  
% of shares held change : 
   5.43%  
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 :
31
 2,334,308
 13.29%
 
Increased Positions :
51
 3,036,872
 17.3%
 
Unchanged Positions :
14
 171,449
 0.98%
 
Decreased Positions :
26
-442,090
-2.52%
 
Closed Positions :
3
-38,422
-0.22%
 
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

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Flaharty Asset Management LLC 19 *New 2024-03-31 493,589 $15,351,000 493,589
   ALERUS FINANCIAL NA 56 *New 2024-03-31 193,445 $6,016,000 193,445
   Financial Advocates Investment Management 97 *New 2024-03-31 137,134 $4,265,000 137,134
   Tennessee Valley Asset Management Partners 16 *New 2024-03-31 129,910 $4,040,000 129,910
   Merit Financial Group LLC 181 *New 2024-03-31 115,633 $3,601,000 115,633
   WATERSHED PRIVATE WEALTH LLC 14 *New 2024-03-31 114,193 $3,551,000 114,193
   COLONY GROUP, LLC 412 *New 2024-03-31 100,878 $3,137,000 100,878
   ROYAL BANK OF CANADA 2322 *New 2024-03-31 84,917 $2,641,000 84,917
   New England Capital Financial Advisors LLC 15 *New 2024-03-31 83,324 $2,591,000 83,324
   Simplicity WealthLLC 328 *New 2024-03-31 71,857 $2,235,000 71,857
   DENVER WEALTH MANAGEMENT INC. 36 *New 2024-03-31 27,755 $863,000 27,755
   AMERIPRISE FINANCIAL INC 3213 *New 2024-03-31 23,571 $733,000 23,571
   United Advisor Group LLC 96 *New 2024-03-31 22,136 $688,000 22,136
   Quantinno Capital Management LP 930 *New 2024-03-31 17,298 $538,000 17,298
   Savvy Advisors Inc. 102 *New 2024-03-31 14,827 $461,000 14,827
   MISSION WEALTH MANAGEMENT LLC 561 *New 2024-03-31 7,716 $240,000 7,716
   LAFLEUR & GODFREY INC 123 *New 2024-03-31 7,654 $238,000 7,654
   Sawtooth Asset Management Inc. 925 *New 2023-12-31 7,610 $230,000 7,610
   Jackson Creek Investment Advisors LLC 291 *New 2024-03-31 7,357 $229,000 7,357
   MKT Advisors LLC 125 *New 2024-03-31 7,234 $225,000 7,234
   US BANCORP 3111 *New 2024-03-31 554 $17,000 554
  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us