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Get Institutions for : 
Lha Market State Tactical Beta Etf (MSTB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    2
Total shares held : 
 2,922,572  
% of shares held : 
 9.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -227,671  
% of shares held change : 
   -0.74%  
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 :
0
 0
 0%
 
Increased Positions :
2
 32,115
 1.1%
 
Unchanged Positions :
2
 10,000
 0.34%
 
Decreased Positions :
13
-246,368
-8.43%
 
Closed Positions :
2
-13,418
-0.46%
 
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
   Brookstone Capital Management 44 - 2024-03-31 906,091 $28,669,000 19,650
   AlphaStar Capital Management LLC 8 - 2024-03-31 810,842 $25,655,000 -5,930
   FINANCIAL NETWORK 303 - 2024-03-31 416,013 $13,163,000 826
   Change Path LLC 48 *New 2024-03-31 343,494 $10,868,000 343,494
   MILESTONE ASSET MANAGEMENT LLC 19 - 2024-03-31 149,478 $4,729,000 -17,819
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 726 - 2024-03-31 123,396 $3,904,000 -3,713
   RFG Advisory Group LLC 148 - 2024-03-31 102,271 $3,236,000 3,013
   Palumbo Wealth Management LLC 24 - 2024-03-31 73,904 $2,338,000 -7,042
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1823 - 2024-03-31 59,996 $1,898,000 5,705
   Mutual Advisors LLC 510 - 2024-03-31 27,707 $877,000 -2,778
   TOWNSQUARE CAPITAL LLC 737 - 2024-03-31 23,151 $732,000 -19,041
   MODERA WEALTH MANAGEMENT, LLC 406 *New 2024-03-31 14,263 $451,000 14,263
   ENVESTNET ASSET MANAGEMENT INC 3604 - 2024-03-31 11,201 $354,000 -62
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 126 - 2024-03-31 10,000 $316,000 0
   GTS SECURITIES LLC 1098 - 2024-03-31 7,476 $237,000 -220
   Clear Point Advisors Inc. 471 - 2024-03-31 26 $1,000 0
   PROEQUITIES INC. 3549 - 2024-03-31 0 $0 0
   UBS Group AG 7736 *Closed 2024-03-31 0 $0 -1,300
   AlphaCore Capital LLC 300 *Closed 2024-03-31 0 $0 -10,600
   Foundations Investment Advisors LLC 718 *Closed 2024-03-31 0 $0 -161,735
  20 Records found
  1    
  Page 1 of 1
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