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Get Institutions for : 
Us Vegan Climate Etf (VEGN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    4
Total shares held : 
162,690  
% of shares held : 
1.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
476  
% of shares held change : 
  0.01%  
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
 22,374
 13.75%
 
Increased Positions :
5
 8,549
 5.25%
 
Unchanged Positions :
8
 6,998
 4.3%
 
Decreased Positions :
4
-21,049
-12.94%
 
Closed Positions :
3
-9,398
-5.78%
 
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
   PEREGRINE ASSET ADVISERS, INC. 127 - 2024-03-31 6,741 $316,000 0
   MORGAN STANLEY 5640 - 2024-03-31 3,088 $145,000 0
   BANK OF AMERICA CORP /DE/ 5037 - 2024-03-31 3,085 $145,000 0
   SOA Wealth Advisors LLC. 316 - 2024-03-31 1,000 $47,000 0
   DHJJ Financial Advisors Ltd. 313 - 2024-03-31 714 $33,000 0
   FIRST COMMUNITY TRUST NA 185 - 2024-03-31 595 $28,000 0
   Spire Wealth Management 1447 - 2024-03-31 504 $24,000 0
   Capital Analysts Inc. 803 - 2024-03-31 444 $21,000 0
   BALDWIN BROTHERS INC/MA 544 - 2024-03-31 234 $11,000 0
   PROEQUITIES INC. 1724 - 2024-03-31 200 $9,000 0
   BANK OF MONTREAL /CAN/ 3251 - 2024-03-31 125 $6,000 0
   Game Plan Financial Advisors LLC 295 - 2024-03-31 13 $1,000 0

  12 Records found
  1    
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