Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Listed Fund Trust - (AUGZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    3
Total shares held : 
 259,878  
% of shares held : 
 2.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 28,856  
% of shares held change : 
   0.32%  
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 :
4
 21,870
 8.42%
 
Increased Positions :
1
 9,619
 3.7%
 
Unchanged Positions :
6
 87,201
 33.55%
 
Decreased Positions :
2
-2,591
-1%
 
Closed Positions :
1
-42
-0.02%
 
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
   Weaver Consulting Group 15 - 2024-03-31 110,247 $4,049,000 -150
   Capital Investment Advisory Services LLC 176 - 2024-03-31 31,378 $1,152,000 587
   COMMONWEALTH EQUITY SERVICES LLC. 2180 - 2024-03-31 29,000 $1,065,000 0
   Advisor Group Holdings Inc. 2340 - 2024-03-31 26,479 $973,000 -15,706
   WOLVERINE TRADING LLC 526 - 2024-03-31 18,888 $694,000 7,178
   Valtinson Bruner Financial Planning LLC 73 - 2024-03-31 13,536 $497,000 -250
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3873 - 2024-03-31 9,379 $344,000 -240
   Atria Wealth Solutions Inc. 1593 - 2024-03-31 7,547 $277,000 0
   Aptus Capital Advisors LLC 830 - 2024-03-31 2,152 $79,000 -460
   HARBOUR INVESTMENTS INC. 1394 - 2023-12-31 1,710 $58,000 0
   Castleview Partners LLC 351 *New 2024-03-31 1,405 $52,000 1,405
   DHJJ Financial Advisors Ltd. 373 - 2024-03-31 520 $19,000 0
   UBS Group AG 6387 *New 2024-03-31 99 $4,000 99
   MORGAN STANLEY 7213 *Closed 2024-03-31 0 $0 -1
   PROEQUITIES INC. 6916 - 2024-03-31 0 $0 0
  15 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