Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Leadershares Activist Leaders Etf (ACTV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    2
Total shares held : 
 2,479,632  
% of shares held : 
 23.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -373,600  
% of shares held change : 
   -3.54%  
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 :
3
 17,218
 0.69%
 
Increased Positions :
8
 141,542
 5.71%
 
Unchanged Positions :
2
 203
 0.01%
 
Decreased Positions :
11
-14,939
-0.6%
 
Closed Positions :
5
-517,421
-20.87%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Redwood Investment Management LLC 5 - 2024-03-31 1,018,139 $35,770,000 -464,989
   LPL FINANCIAL CORP 1018 - 2024-03-31 480,460 $16,880,000 -2,916
   MARINER WEALTH ADVISORS, LLC 882 - 2024-03-31 94,897 $3,334,000 -3,019
   Perennial Investment Advisors LLC 52 - 2024-03-31 70,254 $2,468,000 -3,717
   Private Advisor Group LLC 795 - 2024-03-31 58,370 $2,051,000 271
   Envestnet Portfolio Solutions Inc. 697 - 2024-03-31 46,262 $1,625,000 788
   Atria Wealth Solutions Inc. 705 - 2024-03-31 45,053 $1,583,000 379
   IHT Wealth Management LLC 375 - 2024-03-31 33,273 $1,169,000 1,232
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1774 - 2024-03-31 26,472 $930,000 2,848
   Gladstone Institutional Advisory LLC 304 - 2024-03-31 25,294 $889,000 -1,525
   Cetera Investment Advisers 2220 - 2024-03-31 23,288 $818,000 -2,636
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3072 *New 2024-03-31 18,630 $655,000 18,630
   Good Life Advisors LLC 272 - 2024-03-31 12,597 $443,000 0
   Coppell Advisory Solutions LLC 171 - 2023-12-31 12,563 $419,000 -311
   ENVESTNET ASSET MANAGEMENT INC 3520 - 2024-03-31 11,836 $416,000 -181
   Coppell Advisory Solutions Corp. 170 - 2024-03-31 11,280 $396,000 -1,442
   COMMONWEALTH EQUITY SERVICES LLC. 2998 - 2024-03-31 11,118 $391,000 47
   Aurora Private Wealth Inc. 119 - 2024-03-31 7,456 $259,000 -12
   HARBOUR INVESTMENTS INC. 954 - 2023-12-31 4,725 $158,000 -175
   Advisor Group Holdings Inc. 3939 - 2024-03-31 4,014 $141,000 -2,452
   UBS Group AG 5615 - 2024-03-31 685 $24,000 427
   IFP Advisors Inc 2288 - 2023-12-31 203 $7,000 0
   GOLDMAN SACHS GROUP INC/ 4747 *Closed 2024-03-31 0 $0 -7,790
   FMR LLC 5216 *New 2024-03-31 1 $0 1
   PROEQUITIES INC. 6119 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7568 - 2024-03-31 1 $0 0
   AE Wealth Management LLC 1836 *Closed 2024-03-31 0 $0 -9,427
   Ford Financial Group Inc. 117 *Closed 2023-03-31 0 $0 -77,555
  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us