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Get Institutions for : 
Inspire International Esg Etf (WWJD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    4
Total shares held : 
6,509,609  
% of shares held : 
72.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  11  
Amount of shares held : 
888,426  
% of shares held change : 
  9.87%  
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 :
11
 300,672
 4.62%
 
Increased Positions :
28
 843,940
 12.96%
 
Unchanged Positions :
11
 153,145
 2.35%
 
Decreased Positions :
21
-232,882
-3.58%
 
Closed Positions :
7
-23,304
-0.36%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 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
   EverSource Wealth Advisors LLC 67 - 2024-03-31 139,752 $4,127,000 0
   H D Vest Advisory Services 1270 - 2024-03-31 10,372 $311,000 0
   TCG Advisory Services LLC 368 - 2024-03-31 9,000 $270,000 0
   CWM LLC 1579 - 2024-03-31 5,595 $168,000 0
   Parallel Advisors LLC 1232 - 2024-03-31 2,874 $86,000 0
   Clarity Asset Management Inc. 61 - 2024-03-31 2,669 $80,000 0
   Geneos Wealth Management Inc. 1059 - 2024-03-31 1,697 $51,000 0
   NBC SECURITIES INC. 1469 - 2024-03-31 635 $19,000 0
   SUMMIT INVESTMENT ADVISORS INC 2588 - 2024-03-31 611 $18,000 0
   FMR LLC 3906 - 2024-03-31 555 $17,000 0
   Venturi Wealth Management LLC 844 - 2024-03-31 455 $14,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1646 - 2024-03-31 385 $12,000 0
   Winch Advisory Services LLC 269 - 2024-03-31 283 $8,000 0
   Castleview Partners LLC 550 - 2024-03-31 265 $8,000 0
   HARBOUR INVESTMENTS INC. 2641 - 2023-12-31 78 $2,000 0
   Spire Wealth Management 2228 - 2024-03-31 24 $1,000 0
   PROEQUITIES INC. 6014 - 2024-03-31 0 $0 0

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