Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Strategas Macro Thematic Opportunities Etf (SAMT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    1
Total shares held : 
2,361,936  
% of shares held : 
26.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
16,670  
% of shares held change : 
  0.19%  
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 :
1
 33,900
 1.44%
 
Increased Positions :
8
 36,752
 1.56%
 
Unchanged Positions :
2
 14,480
 0.61%
 
Decreased Positions :
7
-53,982
-2.29%
 
Closed Positions :
0
0
0%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Beaumont Financial Advisors LLC 33 - 2024-03-31 410,712 $10,425,000 -10,404
   ENVESTNET ASSET MANAGEMENT INC 1623 - 2024-03-31 334,959 $8,502,000 -98,998
   Baird Financial Group Inc. 525 - 2024-03-31 323,466 $8,210,000 -29,562
   FORTEM FINANCIAL GROUP LLC 22 - 2024-03-31 102,676 $2,606,000 -6,124
   MCMILLION CAPITAL MANAGEMENT INC 24 - 2023-06-30 63,600 $1,484,000 -2,000
   CI Private Wealth LLC 1178 - 2024-03-31 56,199 $1,426,000 -50,796
   GREENWICH WEALTH MANAGEMENT LLC 116 - 2024-03-31 35,622 $904,000 -1,435
   Cambridge Advisors Inc. 87 - 2024-03-31 29,853 $758,000 -1,349
   FIDUCIARY TRUST CO 532 - 2024-03-31 13,465 $342,000 -1,015
   UBS Group AG 6189 - 2024-03-31 273 $7,000 -1,988

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