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Get Institutions for : 
Rh Hedged Multi Asset Income Etf (AMAX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    0
Total shares held : 
 3,919,420  
% of shares held : 
 9.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 803,243  
% of shares held change : 
   1.88%  
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
 450,644
 11.5%
 
Increased Positions :
8
 417,743
 10.66%
 
Unchanged Positions :
2
 206,567
 5.27%
 
Decreased Positions :
5
-34,973
-0.89%
 
Closed Positions :
3
-30,171
-0.77%
 
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
   Gallagher Benefit Services Inc. 13 - 2022-12-31 1,778,282 $13,613,000 0
   F3Logic LLC 13 - 2022-12-31 1,778,282 $13,613,000 -34,165
   KESTRA PRIVATE WEALTH SERVICES LLC 209 - 2024-03-31 586,373 $4,733,000 163,329
   Rockport Wealth LLC 8 - 2024-03-31 339,649 $2,738,000 0
   Encompass More Asset Management 11 - 2024-03-31 338,596 $2,733,000 132,029
   LPL FINANCIAL CORP 2633 - 2024-03-31 211,983 $1,711,000 -20,107
   ATRIA INVESTMENTS LLC 724 - 2023-12-31 192,864 $1,470,000 192,864
   Gallagher Fiduciary Advisors LLC 44 - 2024-03-31 171,175 $1,382,000 -12,344
   MULTIFINANCIAL SECURITIES CORP 1178 - 2024-03-31 118,633 $958,000 -2,564
   JANE STREET GROUP LLC 3706 - 2024-03-31 71,218 $575,000 37,289
   ENVESTNET ASSET MANAGEMENT INC 3379 - 2024-03-31 64,344 $519,000 -57,183
   Advisor Group Holdings Inc. 3225 - 2024-03-31 42,306 $341,000 2,693
   CENTAURUS FINANCIAL INC. 478 - 2024-03-31 40,041 $323,000 72
   FINANCIAL NETWORK 2286 - 2024-03-31 36,819 $297,000 -53,492
   COMMONWEALTH EQUITY SERVICES LLC. 3600 - 2024-03-31 23,593 $190,000 -633
   Feltz Wealth PLAN Inc. 290 - 2024-03-31 19,080 $154,000 -776,959
   Empirical Asset Management LLC 264 - 2024-03-31 14,089 $114,000 -228
   UBS Group AG 5770 *New 2024-03-31 2,037 $16,000 2,037
   BANK OF MONTREAL /CAN/ 3435 *Closed 2024-03-31 0 $0 -26,533
   COLUMBIA ADVISORY PARTNERS LLC 57 *Closed 2024-03-31 0 $0 -24,539
   PROEQUITIES INC. 8558 - 2024-03-31 0 $0 0
   WealthPlan Investment Management LLC 196 *Closed 2024-03-31 0 $0 -1,388,038
   J P MORGAN CHASE & CO 6302 *Closed 2024-03-31 0 $0 -1,067
  23 Records found
  1    
  Page 1 of 1
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