Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Trimtabs All Cap Us Free Cash Flow Etf (TTAC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    0
Total shares held : 
6,750,216  
% of shares held : 
75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
2,375,921  
% of shares held change : 
  26.4%  
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 :
1
 50,025
 0.74%
 
Increased Positions :
7
 2,369,644
 35.1%
 
Unchanged Positions :
8
 2,319,139
 34.36%
 
Decreased Positions :
25
-37,377
-0.55%
 
Closed Positions :
1
-6,371
-0.09%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   J P MORGAN CHASE & CO 641 - 2024-03-31 3,000,378 $182,243,000 659,065
   Quotient Wealth Partners LLC 5 - 2024-03-31 2,809,092 $170,624,000 513,694
   MARINER WEALTH ADVISORS, LLC 454 - 2024-03-31 201,532 $12,241,000 2,303
   Cyndeo Wealth Partners LLC 81 - 2024-03-31 75,972 $4,615,000 25,947
   Signify Wealth 9 - 2024-03-31 52,370 $3,181,000 6,279
   Platform Technology Partners 44 - 2023-12-31 28,163 $1,674,000 756
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1869 - 2024-03-31 22,095 $1,342,000 274
   Steward Partners Investment Advisory LLC 1026 - 2024-03-31 8,814 $535,000 327
   CREATIVE FINANCIAL DESIGNS INC /ADV 257 - 2024-03-31 8,748 $531,000 251
   STIFEL FINANCIAL CORP 2585 - 2024-03-31 8,406 $511,000 608
   Madrona Financial Services LLC 60 - 2024-03-31 5,678 $345,000 253
   MORGAN STANLEY 5766 - 2024-03-31 1,709 $104,000 209

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