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Get Institutions for : 
Leuthold Core Etf (LCR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    2
Total shares held : 
 1,673,993  
% of shares held : 
 18.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 309,412  
% of shares held change : 
   3.44%  
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
 194,161
 11.6%
 
Increased Positions :
6
 151,131
 9.03%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
5
-19,652
-1.17%
 
Closed Positions :
2
-16,228
-0.97%
 
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
   Bridgeworth LLC - 2023-12-31 905,930 $29,145,000 -9,904
   Legend Financial Advisors Inc. 7 - 2024-03-31 251,963 $8,501,000 3,690
   Spire Wealth Management 154 - 2024-03-31 156,231 $5,271,000 -3,949
   Capital Investment Advisory Services LLC 69 - 2024-03-31 95,030 $3,206,000 -51,809
   Mowery & Schoenfeld Wealth Management LLC 5 - 2024-03-31 87,238 $2,943,000 -680
   Koshinski Asset Management Inc. 122 - 2024-03-31 52,726 $1,779,000 -29,322
   Arcus Capital Partners LLC 32 - 2024-03-31 45,660 $1,541,000 -270
   ENVESTNET ASSET MANAGEMENT INC 3068 - 2024-03-31 27,124 $915,000 20,597
   Onyx Bridge Wealth Group LLC 123 - 2024-03-31 19,145 $629,000 0
   DAVID R. RAHN & ASSOCIATES INC. 53 - 2024-03-31 13,743 $464,000 1,267
   Dynamic Advisors Solutions LLC 755 - 2024-03-31 9,030 $305,000 -317
   Bond & Devick Financial Network Inc. 131 *New 2024-03-31 7,172 $242,000 7,172
   GTS SECURITIES LLC 1094 - 2024-03-31 7,045 $238,000 7,045
   WFA of San Diego LLC 154 - 2023-09-30 1,996 $60,000 30
   Advisor Group Holdings Inc. 4938 - 2024-03-31 1,000 $34,000 -5,270
   UBS Group AG 6694 - 2024-03-31 60 $2,000 -165
   PROEQUITIES INC. 2758 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6037 *Closed 2024-03-31 0 $0 -9,298
   JANE STREET GROUP LLC 5891 *Closed 2024-03-31 0 $0 -16,105
   WELLS FARGO & CO/MN 6936 *Closed 2024-03-31 0 $0 -5,400
  20 Records found
  1    
  Page 1 of 1
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