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Get Institutions for : 
Columbia Sustainable Us Equity Income Etf (ESGS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    1
Total shares held : 
809,998  
% of shares held : 
54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
-18,388  
% of shares held change : 
  -1.23%  
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 :
4
 34,452
 4.25%
 
Increased Positions :
9
 52,728
 6.51%
 
Unchanged Positions :
7
 469,363
 57.95%
 
Decreased Positions :
4
-3,302
-0.41%
 
Closed Positions :
3
-102,266
-12.63%
 
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
   HANSON MCCLAIN, INC. 536 - 2024-03-31 11,589 $516,000 0
   J P MORGAN CHASE & CO 3771 - 2024-03-31 10,482 $467,000 0
   Archer Investment Corp 354 - 2024-03-31 1,620 $72,000 0
   Carolina Wealth Advisors LLC 116 - 2024-03-31 805 $36,000 0
   Global Retirement Partners LLC 1693 - 2024-03-31 572 $25,000 0
   PROEQUITIES INC. 5689 - 2024-03-31 0 $0 0

  6 Records found
  1    
  Page 1 of 1
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