Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Blueprint Chesapeake Multi-asset Trend Etf (TFPN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    4
Total shares held : 
2,200,290  
% of shares held : 
24.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
727,657  
% of shares held change : 
  8.09%  
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 :
5
 546,383
 24.83%
 
Increased Positions :
5
 322,412
 14.65%
 
Unchanged Positions :
1
 2,716
 0.12%
 
Decreased Positions :
5
-42,575
-1.93%
 
Closed Positions :
1
-98,563
-4.48%
 
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
   STAPP WEALTH MANAGEMENT PLLC 5 - 2024-03-31 180,593 $4,696,000 15,176
   Spartan Planning & Wealth Management 9 - 2023-12-31 152,931 $3,727,000 108,169
   ENVESTNET ASSET MANAGEMENT INC 2343 - 2024-03-31 109,436 $2,846,000 3,088
   JANE STREET GROUP LLC 2821 - 2024-03-31 47,475 $1,235,000 2,935
   COMMONWEALTH EQUITY SERVICES LLC. 2445 - 2024-03-31 28,551 $742,000 1,372
   MERCER GLOBAL ADVISORS INC /ADV 1558 - 2024-03-31 11,429 $297,000 260
   IFP Advisors Inc 1049 - 2023-12-31 6,400 $156,000 100
   MORGAN STANLEY 6372 - 2024-03-31 488 $13,000 473

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