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Get Institutions for : 
Global X Millennials Thematic (MILN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    5
Total shares held : 
 951,506  
% of shares held : 
 29.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 68,489  
% of shares held change : 
   2.14%  
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
 46,281
 4.86%
 
Increased Positions :
9
 53,549
 5.63%
 
Unchanged Positions :
12
 25,105
 2.64%
 
Decreased Positions :
15
-30,837
-3.24%
 
Closed Positions :
2
-504
-0.05%
 
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
   BANK OF AMERICA CORP /DE/ 1865 - 2024-03-31 553,465 $21,640,000 66,972
   LPL FINANCIAL CORP 2172 - 2024-03-31 74,815 $2,925,000 19,145
   MORGAN STANLEY 4430 - 2024-03-31 52,582 $2,056,000 1,414
   Change Path LLC 296 - 2024-03-31 36,143 $1,413,000 7,278
   ENVESTNET ASSET MANAGEMENT INC 3206 - 2024-03-31 18,397 $719,000 2,057
   CREATIVE FINANCIAL DESIGNS INC /ADV 400 - 2024-03-31 5,555 $217,000 167
   Covestor Ltd 1031 - 2024-03-31 847 $33,000 71
   UBS Group AG 5573 - 2024-03-31 671 $26,000 671
   ABSOLUTE INVESTMENT MANAGEMENT LLC 169 - 2024-03-31 675 $26,000 80
   HARBOUR INVESTMENTS INC. 1767 - 2023-12-31 683 $24,000 155
   PNC FINANCIAL SERVICES GROUP INC 3757 - 2024-03-31 207 $8,000 144
   Steward Financial Group LLC 1040 - 2023-09-30 71 $2,000 71
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3011 - 2024-03-31 30 $1,000 30
  13 Records found
  1    
  Page 1 of 1
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