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Get Institutions for : 
NEOS NASDAQ-100(R) High Income ETF (QQQI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 7    4
Total shares held : 
51,892  
% of shares held : 
1.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
5,457  
% of shares held change : 
  0.18%  
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
 5,457
 10.52%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
3
 46,435
 89.48%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
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
   CAMARDA FINANCIAL ADVISORS, LLC 48 *New 2024-03-31 33,631 $1,716,000 33,631
   OLD MISSION CAPITAL LLC 386 *New 2024-03-31 19,593 $999,000 19,593
   NewEdge Wealth LLC 522 *New 2024-03-31 12,149 $594,000 12,149
   STIFEL FINANCIAL CORP 2838 *New 2024-03-31 6,500 $332,000 6,500
   CAP Partners LLC *New 2024-03-31 4,566 $233,000 4,566
   ATTICUS WEALTH MANAGEMENT LLC *New 2024-03-31 801 $41,000 801
   VitalStone Financial LLC 202 *New 2024-03-31 655 $33,000 655
   Glassman Wealth Services *New 2024-03-31 80 $4,000 80
   PIN OAK INVESTMENT ADVISORS INC 439 *New 2024-03-31 25 $1,000 25
   Prestige Wealth Management Group LLC *New 2024-03-31 10 $1,000 10

  10 Records found
  1    
  Page 1 of 1
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