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Get Institutions for : 
American Conservative Values Etf (ACVF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    5
Total shares held : 
409,120  
% of shares held : 
26.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
13,028  
% of shares held change : 
  0.85%  
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 :
7
 15,352
 3.75%
 
Increased Positions :
11
 35,436
 8.66%
 
Unchanged Positions :
10
 17,384
 4.25%
 
Decreased Positions :
6
-19,753
-4.83%
 
Closed Positions :
2
-18,007
-4.4%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ATRIA INVESTMENTS LLC 600 - 2023-12-31 54,306 $1,981,000 3,544
   COMMONWEALTH EQUITY SERVICES LLC. 2020 - 2024-03-31 33,442 $1,353,000 3,994
   Advisor Group Holdings Inc. 2737 - 2024-03-31 15,569 $630,000 4,792
   MML INVESTORS SERVICES LLC 1705 - 2024-03-31 14,674 $594,000 76
   Brookstone Capital Management 629 - 2024-03-31 11,900 $482,000 21
   AE Wealth Management LLC 826 - 2024-03-31 11,722 $474,000 1,284
   MULTIFINANCIAL SECURITIES CORP 2021 - 2024-03-31 6,462 $262,000 16
   Fairman Group LLC 50 - 2024-03-31 4,924 $199,000 8
   Winch Advisory Services LLC 87 - 2024-03-31 4,317 $175,000 5
   BerganKDV Wealth Management LLC 282 - 2023-06-30 3,148 $107,000 1,000
   S.A. Mason LLC 285 - 2024-03-31 565 $23,000 45

  11 Records found
  1    
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