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Get Institutions for : 
Kfa Mount Lucas Index Strategy Etf (KMLM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    0
Total shares held : 
2,900,813  
% of shares held : 
32.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
-3,091  
% of shares held change : 
  -0.03%  
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 :
12
 375,131
 12.93%
 
Increased Positions :
22
 642,505
 22.15%
 
Unchanged Positions :
7
 67,563
 2.33%
 
Decreased Positions :
18
-639,898
-22.06%
 
Closed Positions :
12
-380,829
-13.13%
 
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
   VisionPoint Advisory Group LLC 748 *Closed 2024-03-31 0 $0 -614
   STIFEL FINANCIAL CORP 3314 *Closed 2024-03-31 0 $0 -10,123
   CITADEL ADVISORS LLC 5776 *Closed 2024-03-31 0 $0 -13,561
   Provident Wealth Management LLC 108 *Closed 2024-03-31 0 $0 -21,817
   ORG Partners LLC 637 *Closed 2024-03-31 0 $0 -35,689
   Emerald Investment Partners LLC 484 *Closed 2024-03-31 0 $0 -16,093
   R. W. Roge & Company Inc. 48 *Closed 2024-03-31 0 $0 -33,677
   Moors & Cabot Inc. 904 *Closed 2024-03-31 0 $0 -39,150
   H D Vest Advisory Services 1689 *Closed 2024-03-31 0 $0 -7,296
   TWO SIGMA SECURITIES LLC 2004 *Closed 2024-03-31 0 $0 -17,052
   SUMMIT WEALTH & RETIREMENT PLANNING INC. 68 *Closed 2024-03-31 0 $0 -227,953
   COMERICA BANK 3777 *Closed 2024-03-31 0 $0 -13,551
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 2154 *Closed 2024-03-31 0 $0 -130
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3784 *Closed 2024-03-31 0 $0 -2,928
   BB&T CORP 2720 *Closed 2024-03-31 0 $0 -14,411

  15 Records found
  1    
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