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Get Institutions for : 
American Conservative Values Etf (ACVF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    5
Total shares held : 
409,120  
% of shares held : 
26.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
13,028  
% of shares held change : 
  0.85%  
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
 15,352
 3.75%
 
Increased Positions :
11
 35,436
 8.66%
 
Unchanged Positions :
10
 17,384
 4.25%
 
Decreased Positions :
6
-19,753
-4.83%
 
Closed Positions :
2
-18,007
-4.4%
 
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
   MORGAN STANLEY 4702 - 2024-03-31 30,689 $1,242,000 0
   McCollum Christoferson Group LLC 50 - 2024-03-31 9,200 $372,000 0
   Kingsview Wealth Management LLC 808 - 2024-03-31 7,473 $302,000 0
   Merit Financial Group LLC 785 - 2024-03-31 5,880 $228,000 0
   CWM LLC 1848 - 2024-03-31 2,539 $103,000 0
   JNBA FINANCIAL ADVISORS 303 - 2024-03-31 1,081 $44,000 0
   BANK OF MONTREAL /CAN/ 3099 - 2024-03-31 794 $32,000 0
   PRINCIPAL SECURITIES INC. 1892 - 2024-03-31 610 $25,000 0
   Householder Group Estate & Retirement Specialist L 774 - 2024-03-31 305 $12,000 0
   Goss Wealth Management LLC 2864 - 2024-03-31 238 $10,000 0
   Castleview Partners LLC 551 - 2024-03-31 202 $8,000 0
   COLONIAL ASSET MANAGEMENT, INC. 727 - 2024-03-31 75 $3,000 0
   PROEQUITIES INC. 3593 - 2024-03-31 0 $0 0

  13 Records found
  1    
  Page 1 of 1
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