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Get Institutions for : 
Trimtabs Donoghue Forlines Risk Managed Innovation (DFNV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    0
Total shares held : 
 1,628,672  
% of shares held : 
 5.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -89,626  
% of shares held change : 
   -0.3%  
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 :
1
 9,930
 0.61%
 
Increased Positions :
5
 27,260
 1.67%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
11
-117,213
-7.2%
 
Closed Positions :
1
-9,603
-0.59%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1008 - 2024-03-31 779,605 $23,762,000 -54,868
   MML INVESTORS SERVICES LLC 479 - 2024-03-31 260,440 $7,938,000 -11,149
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 922 *New 2024-03-31 251,469 $7,665,000 251,469
   W. E. Donoghue & Co. LLC 10 - 2024-03-31 156,368 $4,766,000 -19,400
   PROEQUITIES INC. 82 - 2024-03-31 149,707 $4,563,000 -9,693
   LPL FINANCIAL CORP 3047 - 2024-03-31 35,685 $1,088,000 0
   Envestnet Portfolio Solutions Inc. 904 - 2024-03-31 27,501 $838,000 -1,450
   Geneos Wealth Management Inc. 412 - 2024-03-31 23,634 $720,000 -714
   Tradition Wealth Management LLC 198 - 2024-03-31 19,401 $591,000 2,385
   Atria Wealth Solutions Inc. 1258 - 2024-03-31 16,431 $501,000 -3,580
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3449 - 2024-03-31 16,147 $492,000 6,217
   Global Retirement Partners LLC 620 - 2024-03-31 10,896 $332,000 -574
   GOLDMAN SACHS GROUP INC/ 4128 *New 2024-03-31 9,471 $289,000 9,471
   Kestra Advisory Services LLC 2108 - 2024-03-31 8,328 $254,000 -2,261
   Wellington Wealth Strategies LLC. 136 - 2024-03-31 6,956 $212,000 -12,692
   Advisor Group Holdings Inc. 3906 - 2024-03-31 4,805 $146,000 -820
   FTB Advisors Inc. 837 - 2024-03-31 2,163 $66,000 300
   UBS Group AG 6398 - 2024-03-31 134 $4,000 -1,250
   NBC SECURITIES INC. 2101 *New 2024-03-31 0 $1,000 0
   MORGAN STANLEY 7315 *Closed 2024-03-31 0 $0 -1
   GTS SECURITIES LLC 1688 *Closed 2024-03-31 0 $0 -20,569
  21 Records found
  1    
  Page 1 of 1
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