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Get Institutions for : 
Us Treasury 2 Year Note Etf (UTWO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    12
Total shares held : 
3,441,970  
% of shares held : 
38.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  15  
Amount of shares held : 
810,128  
% of shares held change : 
  9%  
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 :
17
 246,470
 7.16%
 
Increased Positions :
18
 755,351
 21.95%
 
Unchanged Positions :
8
 19,892
 0.58%
 
Decreased Positions :
15
-177,739
-5.16%
 
Closed Positions :
5
-13,954
-0.41%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Wealthquest Corp 8 - 2024-03-31 798,762 $38,412,000 -82,326
   Boothe Investment Group Inc. - 2024-03-31 443,929 $21,349,000 -135,065
   Kestra Advisory Services LLC 375 - 2024-03-31 165,178 $7,943,000 -1,564
   Stratos Wealth Advisors LLC 86 - 2024-03-31 100,294 $4,823,000 -310
   JANE STREET GROUP LLC 1432 - 2024-03-31 87,966 $4,230,000 -71,497
   ENVESTNET ASSET MANAGEMENT INC 2438 - 2024-03-31 51,172 $2,461,000 -25,196
   J.W. COLE ADVISORS INC. 304 - 2024-03-31 25,199 $1,212,000 -2,425
   WEALTH BUILDERS 102 - 2024-03-31 22,764 $1,095,000 -7,822
   Flagship Private Wealth LLC 30 - 2024-03-31 21,041 $1,012,000 -18,287
   Private Advisor Group LLC 1165 - 2024-03-31 20,400 $981,000 -1,566
   THOROUGHBRED FINANCIAL SERVICES LLC 217 - 2024-03-31 17,879 $859,000 -2,433
   F/M Investments LLC 40 - 2024-03-31 11,474 $552,000 -58,644
   FINANCIAL NETWORK 2102 - 2024-03-31 7,900 $380,000 -2,120
   Financial Guidance Group Inc. 48 - 2024-03-31 6,170 $297,000 -79
   Vontobel Holding Ltd. 986 - 2024-03-31 4,545 $219,000 -1,055
   HARBOUR INVESTMENTS INC. 897 - 2023-12-31 3,727 $180,000 -300
   WELLS FARGO & CO/MN 4162 - 2024-03-31 2,811 $135,000 -3,420
   Parallel Advisors LLC 1179 - 2024-03-31 2,000 $96,000 -1,320
   FMR LLC 5579 - 2024-03-31 1 $0 -654

  19 Records found
  1    
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