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Get Institutions for : 
Rareview Systematic Equity Etf (RSEE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 11    4
Total shares held : 
789,886  
% of shares held : 
8.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
41,368  
% of shares held change : 
  0.46%  
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
 20,338
 2.57%
 
Increased Positions :
1
 35,223
 4.46%
 
Unchanged Positions :
2
 13,384
 1.69%
 
Decreased Positions :
4
-14,193
-1.8%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Belpointe Asset Management LLC 8 - 2024-03-31 845,847 $23,523,000 104,138
   Clear Creek Financial Management LLC 28 - 2024-03-31 233,900 $6,505,000 225,921
   Ascension Capital Advisors Inc. 21 *New 2024-03-31 21,666 $603,000 21,666
   Sowell Financial Services LLC 486 - 2024-03-31 13,275 $369,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3819 - 2024-03-31 12,992 $361,000 1,557
   Advisor Group Holdings Inc. 5767 - 2024-03-31 250 $7,000 0
   SOA Wealth Advisors LLC. 669 - 2024-03-31 109 $3,000 0
   UBS Group AG 7016 - 2024-03-31 35 $1,000 -45
   WELLS FARGO & CO/MN 5677 *Closed 2024-03-31 0 $0 -924
   PROEQUITIES INC. 4961 - 2024-03-31 0 $0 0
   FAMILY MANAGEMENT CORP 191 *Closed 2024-03-31 0 $0 -4,078
   GTS SECURITIES LLC 1487 *Closed 2024-03-31 0 $0 -10,047

  12 Records found
  1    
  Page 1 of 1
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