Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco Esg S&p 500 Equal Weight Etf (RSPE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    1
Total shares held : 
136,606  
% of shares held : 
1.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
-94,508  
% of shares held change : 
  -1.05%  
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 :
3
 31,273
 22.89%
 
Unchanged Positions :
4
 3,295
 2.41%
 
Decreased Positions :
5
-1,134
-0.83%
 
Closed Positions :
1
-124,647
-91.25%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF AMERICA CORP /DE/ 4292 *New 2024-03-31 23,555 $610,000 23,555
   COMMONWEALTH EQUITY SERVICES LLC. 2772 - 2024-03-31 19,545 $507,000 182
   NATIONAL BANK OF CANADA /FI/ 1127 - 2024-03-31 15,054 $381,000 4,476
   JOURNEY STRATEGIC WEALTH LLC 161 *New 2024-03-31 13,372 $347,000 13,372
   MJP ASSOCIATES INC /ADV 197 - 2024-03-31 9,599 $249,000 15
   Advisor OS LLC 341 - 2024-03-31 9,599 $249,000 15
   TOWER RESEARCH CAPITAL LLC 1508 - 2024-03-31 6,683 $173,000 -24,925
   BLAIR WILLIAM & CO/IL 1566 - 2024-03-31 2,416 $63,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 124 - 2024-03-31 2,238 $58,000 -779
   CWM LLC 2860 - 2024-03-31 792 $21,000 0
   Milestone Investment Advisors LLC 126 - 2024-03-31 87 $2,000 0
   Advisor Group Holdings Inc. 6559 *Closed 2024-03-31 0 $0 -6,861
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1444 *Closed 2024-03-31 0 $0 -25,238
   NATIXIS 1156 *Closed 2024-03-31 0 $0 -20,495
   PROEQUITIES INC. 9269 - 2024-03-31 0 $0 0

  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results