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Get Institutions for : 
Infracap Reit Preferred Etf (PFFR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    3
Total shares held : 
755,381  
% of shares held : 
7.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
238,110  
% of shares held change : 
  2.51%  
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
 107,343
 14.21%
 
Increased Positions :
7
 162,532
 21.52%
 
Unchanged Positions :
4
 13,701
 1.81%
 
Decreased Positions :
5
-21,265
-2.82%
 
Closed Positions :
1
-10,500
-1.39%
 
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
   LPL FINANCIAL CORP 2157 - 2024-03-31 160,263 $2,995,000 -2,863
   Pasadena Private Wealth LLC 36 - 2024-03-31 78,649 $1,470,000 -12,152
   ROYAL BANK OF CANADA 2906 - 2024-03-31 59,970 $1,121,000 -4,041
   FirstPurpose Wealth LLC 80 - 2024-03-31 33,985 $622,000 -5,674
   Eudaimonia Partners LLC 151 - 2024-03-31 26,371 $493,000 -6,182
   EUDAIMONIA ADVISORS LLC 129 - 2024-03-31 16,132 $302,000 -10,740
   COMMONWEALTH EQUITY SERVICES LLC. 3258 - 2024-03-31 15,676 $293,000 -1,357
   CITADEL ADVISORS LLC 4482 - 2024-03-31 11,884 $222,000 -3,181
   TUCKER ASSET MANAGEMENT LLC 169 - 2023-12-31 4,654 $87,000 -56

  9 Records found
  1    
  Page 1 of 1
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