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Get Institutions for : 
Strive 1000 Value Etf (STXV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    0
Total shares held : 
436,096  
% of shares held : 
4.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-26,158  
% of shares held change : 
  -0.29%  
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 :
3
 2,602
 0.6%
 
Increased Positions :
4
 12,427
 2.85%
 
Unchanged Positions :
6
 200,312
 45.93%
 
Decreased Positions :
3
-6,622
-1.52%
 
Closed Positions :
3
-34,565
-7.93%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Holistic Planning LLC 4 - 2024-03-31 182,700 $5,300,000 118,427
   Feltz Wealth PLAN Inc. 75 - 2024-03-31 136,435 $3,958,000 5,798
   OxenFree Capital LLC 9 - 2024-03-31 131,845 $3,825,000 7,735
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1020 - 2024-03-31 104,373 $3,028,000 104,373
   INTL FCSTONE INC. 163 - 2024-03-31 32,903 $954,000 115
   Safeguard Financial LLC 35 - 2024-03-31 29,727 $862,000 153
   Everhart Financial Group Inc. 80 - 2024-03-31 29,668 $861,000 152
   Advisor Group Holdings Inc. 3518 - 2024-03-31 8,147 $236,000 558
   McIlrath & Eck LLC 159 - 2024-03-31 3,885 $113,000 1,879
   HARBOUR INVESTMENTS INC. 1679 - 2023-12-31 1,138 $30,000 543
   UBS Group AG 5802 - 2024-03-31 532 $15,000 532

  11 Records found
  1    
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