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Get Institutions for : 
Convergence Long Short Equity Etf (CLSE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 9    2
Total shares held : 
 1,266,181  
% of shares held : 
 77.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 449,782  
% of shares held change : 
   27.43%  
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
 454,169
 35.87%
 
Increased Positions :
1
 10,969
 0.87%
 
Unchanged Positions :
2
 208
 0.02%
 
Decreased Positions :
3
-2,324
-0.18%
 
Closed Positions :
1
-13,032
-1.03%
 
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
   Riverwater Partners LLC 1 - 2024-03-31 665,286 $13,598,000 -20,377
   FLAGSHIP HARBOR ADVISORS LLC 56 - 2024-03-31 294,726 $6,024,000 123,777
   COTTONWOOD CAPITAL ADVISORS LLC 4 *New 2024-03-31 249,476 $5,059,000 249,476
   CREATIVE PLANNING 833 - 2024-03-31 135,352 $2,767,000 -132,132
   LPL FINANCIAL CORP 2436 - 2024-03-31 106,653 $2,180,000 82,637
   MARINER WEALTH ADVISORS, LLC 1090 - 2024-03-31 102,100 $2,087,000 0
   Belpointe Asset Management LLC 153 - 2024-03-31 81,415 $1,664,000 65,679
   Sigma Planning Corp 377 *New 2024-03-31 74,939 $1,532,000 74,939
   Good Life Advisors LLC 306 *New 2024-03-31 17,917 $366,000 17,917
   UBS Group AG 4401 - 2024-03-31 15,085 $308,000 15,060
   HANSON MCCLAIN, INC. 1365 *New 2024-03-31 2,059 $42,000 2,059
   First Capital Advisors Group LLC. 368 *New 2023-06-30 1,915 $30,000 1,915
   Parallel Advisors LLC 2577 - 2024-03-31 208 $4,000 0
   Venturi Wealth Management LLC 1226 *New 2024-03-31 100 $2,000 100
   HARBOUR INVESTMENTS INC. 2985 *Closed 2023-12-31 0 $0 -13,032
   PROEQUITIES INC. 5012 - 2024-03-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
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