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Get Institutions for : 
Powershares S (IDMO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    4
Total shares held : 
1,521,217  
% of shares held : 
16.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
271,168  
% of shares held change : 
  3.01%  
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 :
6
 156,143
 10.26%
 
Increased Positions :
14
 186,735
 12.28%
 
Unchanged Positions :
4
 2,360
 0.16%
 
Decreased Positions :
8
-6,795
-0.45%
 
Closed Positions :
2
-64,915
-4.27%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 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
   LPL FINANCIAL CORP 1253 - 2024-03-31 266,384 $11,201,000 78,865
   Synergy Financial Management LLC 36 - 2024-03-31 104,458 $4,392,000 104,458
   Redhawk Wealth Advisors Inc. 34 - 2024-03-31 101,943 $4,287,000 45,217
   MML INVESTORS SERVICES LLC 777 - 2024-03-31 86,566 $3,640,000 71,813
   Tidemark LLC 14 - 2024-03-31 65,831 $2,768,000 63,605
   Professional Financial Advisors LLC 24 - 2024-03-31 55,055 $2,315,000 7,995
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1569 - 2024-03-31 53,397 $2,245,000 32,569
   ENVESTNET ASSET MANAGEMENT INC 2542 - 2024-03-31 48,493 $2,039,000 23,503
   JANE STREET GROUP LLC 2644 - 2024-03-31 34,118 $1,435,000 10,792
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3070 - 2024-03-31 15,617 $657,000 7,121
   Southland Equity Partners LLC 88 - 2024-03-31 13,279 $558,000 819
   Betterment LLC 267 - 2024-03-31 10,929 $460,000 2,141
   MERIDIAN MANAGEMENT CO 87 - 2024-03-31 5,738 $241,000 2
   HARBOUR INVESTMENTS INC. 898 - 2023-12-31 4,895 $180,000 15
   FMR LLC 4508 - 2024-03-31 56 $2,000 56

  15 Records found
  1    
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