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Get Institutions for : 
Roundhill Generative Ai And Technology Etf (CHAT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    1
Total shares held : 
 161,374  
% of shares held : 
 1.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -92,047  
% of shares held change : 
   -1.02%  
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 :
5
 31,859
 19.74%
 
Increased Positions :
1
 1,220
 0.76%
 
Unchanged Positions :
5
 12,056
 7.47%
 
Decreased Positions :
6
-73,095
-45.3%
 
Closed Positions :
4
-52,031
-32.24%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   JANE STREET GROUP LLC 1697 - 2024-03-31 89,652 $3,191,000 30,493
   LPL FINANCIAL CORP 2118 - 2024-03-31 89,018 $3,168,000 82,059
   WJ Wealth Management LLC 28 - 2024-03-31 61,657 $2,194,000 47,898
   GRADIENT INVESTMENTS LLC 165 *New 2024-03-31 52,637 $1,873,000 52,637
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2621 - 2024-03-31 26,798 $954,000 -11,787
   Gemmer Asset Management LLC 62 *New 2024-03-31 24,443 $870,000 24,443
   COMMONWEALTH EQUITY SERVICES LLC. 2331 - 2024-03-31 24,386 $868,000 13,845
   Atria Wealth Solutions Inc. 1135 *New 2024-03-31 17,585 $626,000 17,585
   Beacon Financial Advisory LLC 159 - 2024-03-31 9,755 $347,000 1,200
   Visionary Wealth Advisors 388 - 2024-03-31 9,628 $343,000 400
   SeaCrest Wealth Management LLC 455 *New 2024-03-31 8,075 $287,000 8,075
   ENVESTNET ASSET MANAGEMENT INC 3837 *New 2024-03-31 6,452 $230,000 6,452
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2140 *New 2024-03-31 5,957 $212,000 5,957
   VALLEY NATIONAL ADVISERS INC 239 *New 2024-03-31 5,774 $205,000 5,774
   Advisor Group Holdings Inc. 3873 - 2024-03-31 4,296 $153,000 -1,061
   CITADEL ADVISORS LLC 5000 - 2024-03-31 1,895 $67,000 -2,448
   RFP Financial Group LLC 209 - 2024-03-31 1,206 $43,000 -424
   ROYAL BANK OF CANADA 5009 - 2024-03-31 1,167 $42,000 528
   HARBOUR INVESTMENTS INC. 1587 - 2023-12-31 1,213 $37,000 0
   Beacon Capital Management LLC 447 - 2024-03-31 600 $21,000 0
   IFP Advisors Inc 1874 - 2023-12-31 640 $20,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 287 *New 2024-03-31 300 $11,000 300
   ROBINSON CAPITAL MANAGEMENT LLC 157 - 2024-03-31 300 $10,000 300
   NATIONAL BANK OF CANADA /FI/ 1983 *New 2024-03-31 300 $10,000 300
   Federation des caisses Desjardins du Quebec 2014 - 2024-03-31 100 $4,000 0
   HORIZON INVESTMENTS, LLC/SC 748 - 2024-03-31 18 $1,000 0
   PROEQUITIES INC. 4807 - 2024-03-31 0 $0 0
   Atlantic Trust Group LLC 2994 *New 2024-03-31 3 $0 3
   SIMPLEX TRADING LLC 3255 *Closed 2024-03-31 0 $0 -148
  29 Records found
  1    
  Page 1 of 1
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