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Get Institutions for : 
Strategas Macro Thematic Opportunities Etf (SAMT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    1
Total shares held : 
 2,361,936  
% of shares held : 
 26.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 16,670  
% of shares held change : 
   0.19%  
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 :
1
 33,900
 1.44%
 
Increased Positions :
8
 36,752
 1.56%
 
Unchanged Positions :
2
 14,480
 0.61%
 
Decreased Positions :
7
-53,982
-2.29%
 
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
   Beaumont Financial Advisors LLC 33 - 2024-03-31 410,712 $10,425,000 -10,404
   ENVESTNET ASSET MANAGEMENT INC 1623 - 2024-03-31 334,959 $8,502,000 -98,998
   Baird Financial Group Inc. 525 - 2024-03-31 323,466 $8,210,000 -29,562
   TRIANGLE SECURITIES WEALTH MANAGEMENT 9 - 2024-03-31 281,885 $7,155,000 2,689
   Aptus Capital Advisors LLC 144 - 2024-03-31 251,862 $6,393,000 9,403
   Archford Capital Strategies LLC 36 - 2024-03-31 168,482 $4,277,000 5,003
   FORTEM FINANCIAL GROUP LLC 22 - 2024-03-31 102,676 $2,606,000 -6,124
   Armor Investment Advisors LLC 25 - 2024-03-31 98,041 $2,489,000 6,050
   MCMILLION CAPITAL MANAGEMENT INC 24 - 2023-06-30 63,600 $1,484,000 -2,000
   CI Private Wealth LLC 1178 - 2024-03-31 56,199 $1,426,000 -50,796
   GREENWICH WEALTH MANAGEMENT LLC 116 - 2024-03-31 35,622 $904,000 -1,435
   HOLDERNESS INVESTMENTS CO 111 - 2024-03-31 33,900 $860,000 0
   Cambridge Advisors Inc. 87 - 2024-03-31 29,853 $758,000 -1,349
   CAPTRUST FINANCIAL ADVISORS 1276 - 2024-03-31 29,697 $754,000 145
   JAFFETILCHIN INVESTMENT PARTNERS LLC 217 - 2024-03-31 18,784 $477,000 6,421
   FIDUCIARY TRUST CO 532 - 2024-03-31 13,465 $342,000 -1,015
   Mutual Advisors LLC 944 *New 2024-03-31 9,670 $245,000 9,670
   Atlantic Trust Group LLC 1646 *New 2024-03-31 2,070 $53,000 2,070
   Parallel Advisors LLC 1742 - 2024-03-31 1,200 $30,000 1,100
   WELLS FARGO & CO/MN 4992 *New 2024-03-31 767 $19,000 767
   UBS Group AG 6189 - 2024-03-31 273 $7,000 -1,988
   PROEQUITIES INC. 3604 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7647 *New 2024-03-31 1 $0 1
  23 Records found
  1    
  Page 1 of 1
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