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Get Institutions for : 
Global X Superdividend Alternatives (ALTY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    2
Total shares held : 
691,218  
% of shares held : 
7.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
-397,733  
% of shares held change : 
  -4.19%  
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 :
2
 10,069
 1.46%
 
Increased Positions :
6
 39,224
 5.67%
 
Unchanged Positions :
4
 183
 0.03%
 
Decreased Positions :
8
-399,820
-57.84%
 
Closed Positions :
4
-47,206
-6.83%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 2655 - 2024-03-31 146,038 $1,684,000 61,608
   Andesa Financial Management Inc. 42 *New 2022-12-31 146,211 $1,610,000 146,211
   Eudaimonia Partners LLC 113 - 2024-03-31 71,393 $823,000 10,166
   Triumph Capital Management 106 - 2024-03-31 47,864 $552,000 -2,170
   EUDAIMONIA ADVISORS LLC 102 - 2024-03-31 43,656 $504,000 1,510
   ENVESTNET ASSET MANAGEMENT INC 3507 - 2024-03-31 37,261 $430,000 37,261
   Arete Wealth Advisors LLC 314 - 2024-03-31 35,408 $408,000 1,517
   MERCER GLOBAL ADVISORS INC /ADV 1516 - 2024-03-31 28,071 $324,000 -6,536
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3039 *New 2024-03-31 14,903 $172,000 14,903
   PFG Advisors 633 - 2024-03-31 11,796 $136,000 -19
   Rehmann Capital Advisory Group 562 - 2024-03-31 10,030 $116,000 0
   Cetera Investment Advisers 1695 - 2024-03-31 10,021 $116,000 10,021
   Founders Financial Alliance LLC 320 - 2024-03-31 8,638 $100,000 -7,032
   BANK OF AMERICA CORP /DE/ 5314 - 2024-03-31 6,915 $80,000 353
   Advisor Group Holdings Inc. 5531 - 2024-03-31 1,024 $12,000 -313,614
   Capital Investment Advisory Services LLC 932 - 2024-03-31 93 $1,000 0
   PROEQUITIES INC. 2687 - 2024-03-31 0 $0 0
   GREAT VALLEY ADVISOR GROUP INC. 750 *Closed 2024-03-31 0 $0 -11,200
   WELLS FARGO & CO/MN 6135 - 2024-03-31 0 $0 -1
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6018 *Closed 2024-03-31 0 $0 -13,470
   UBS Group AG 8137 *Closed 2024-03-31 0 $0 -975
   Financial Gravity Wealth Inc. 1162 *Closed 2024-03-31 0 $0 -89
   SRS Capital Advisors Inc. 1330 *Closed 2024-03-31 0 $0 -39
   Kovack Advisors Inc. 585 *Closed 2024-03-31 0 $0 -21,522
   MORGAN STANLEY 7735 - 2024-03-31 1 $0 -300

  25 Records found
  1    
  Page 1 of 1
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