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Get Institutions for : 
Smartetfs Dividend Builder Etf (DIVS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    1
Total shares held : 
319,280  
% of shares held : 
3.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
51,923  
% of shares held change : 
  0.58%  
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 :
2
 6,757
 2.12%
 
Increased Positions :
5
 61,417
 19.24%
 
Unchanged Positions :
5
 43,391
 13.59%
 
Decreased Positions :
7
-16,241
-5.09%
 
Closed Positions :
1
-10
-0%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 2066 - 2024-03-31 46,169 $1,262,000 -5,370
   RFG Advisory Group LLC 333 - 2024-03-31 40,314 $1,102,000 -845
   JANE STREET GROUP LLC 3179 - 2024-03-31 33,434 $914,000 -5,041
   LaSalle St. Investment Advisors LLC 87 - 2024-03-31 12,563 $343,000 -11,335
   Sterling Financial Planning Inc. 95 - 2024-03-31 9,376 $256,000 -370
   Patriot Investment Management Inc. 239 - 2024-03-31 7,468 $204,000 -2,845
   Advisor Group Holdings Inc. 3660 - 2024-03-31 7,252 $198,000 -3,889
   UBS Group AG 6614 - 2024-03-31 86 $2,000 -10,409

  8 Records found
  1    
  Page 1 of 1
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