Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Strive Us Energy Etf (DRLL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 109    1
Total shares held : 
1,392,402  
% of shares held : 
15.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
149,724  
% of shares held change : 
  1.66%  
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 :
9
 98,120
 7.05%
 
Increased Positions :
30
 218,660
 15.7%
 
Unchanged Positions :
46
 97,214
 6.98%
 
Decreased Positions :
24
-125,392
-9.01%
 
Closed Positions :
10
-41,664
-2.99%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1335 - 2024-03-31 110,675 $3,465,000 3,204
   Visionary Wealth Advisors 120 - 2024-03-31 100,116 $3,135,000 9,599
   LPL FINANCIAL CORP 2166 - 2024-03-31 94,466 $2,958,000 26,058
   UBS Group AG 3176 - 2024-03-31 49,860 $1,561,000 12,881
   RAYMOND JAMES & ASSOCIATES 2451 - 2024-03-31 39,270 $1,230,000 1,920
   BANK OF AMERICA CORP /DE/ 4067 - 2024-03-31 29,710 $930,000 1,389
   GOLDMAN SACHS GROUP INC/ 3705 - 2024-03-31 24,981 $782,000 24,981
   GTS SECURITIES LLC 684 - 2024-03-31 20,801 $651,000 9,856
   ENVESTNET ASSET MANAGEMENT INC 3261 - 2024-03-31 20,610 $645,000 952
   FIFTH THIRD BANCORP 696 - 2024-03-31 20,316 $636,000 816
   H D Vest Advisory Services 1046 - 2024-03-31 15,585 $488,000 3,618
   Column Capital Advisors LLC 96 - 2023-09-30 13,425 $404,000 3,725
   Brookstone Capital Management 695 - 2024-03-31 11,525 $361,000 483
   MML INVESTORS SERVICES LLC 2066 - 2024-03-31 10,045 $315,000 309
   MERCER GLOBAL ADVISORS INC /ADV 1711 - 2024-03-31 7,199 $225,000 26
   Rain Capital Management LLC 50 - 2024-03-31 6,106 $191,000 41
   Nelson Van Denburg & Campbell Wealth Management Gr 932 - 2024-03-31 3,441 $108,000 8
   Coastal Capital Group Inc. 161 - 2023-06-30 3,417 $93,000 27
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 283 - 2024-03-31 1,031 $32,000 676
   SOA Wealth Advisors LLC. 538 - 2024-03-31 311 $10,000 2
   Beacon Capital Management LLC 582 - 2024-03-31 300 $9,000 200
   FMR LLC 4170 - 2024-03-31 262 $8,000 252
   Farmers & Merchants Trust Co of Chambersburg PA 379 - 2024-03-31 100 $3,000 100

  23 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results