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Get Institutions for : 
Strive Us Semiconductor Etf (SHOC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    2
Total shares held : 
111,872  
% of shares held : 
1.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
24,998  
% of shares held change : 
  0.28%  
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 :
3
 12,772
 11.42%
 
Increased Positions :
7
 22,451
 20.07%
 
Unchanged Positions :
5
 1,919
 1.72%
 
Decreased Positions :
3
-3,946
-3.53%
 
Closed Positions :
1
-6,279
-5.61%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Visionary Wealth Advisors 141 - 2024-03-31 57,148 $2,553,000 2,043
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1580 - 2024-03-31 27,699 $1,237,000 2,253
   Demars Financial Group LLC 40 *New 2024-03-31 12,165 $543,000 12,165
   LPL FINANCIAL CORP 3723 *New 2024-03-31 11,025 $492,000 11,025
   Brookstone Capital Management 746 - 2024-03-31 6,796 $304,000 -390
   COMMONWEALTH EQUITY SERVICES LLC. 3399 - 2024-03-31 5,625 $251,000 109
   DOrazio & Associates Inc. 152 - 2024-03-31 5,400 $241,000 0
   CITADEL ADVISORS LLC 4501 - 2024-03-31 4,868 $217,000 4,868
   Advisor Group Holdings Inc. 4333 - 2024-03-31 1,841 $82,000 315
   Parallel Advisors LLC 1292 - 2024-03-31 1,700 $76,000 0
   Steward Partners Investment Advisory LLC 1905 - 2024-03-31 1,634 $73,000 0
   ICA Group Wealth Management LLC 577 - 2024-03-31 1,001 $45,000 151
   CWM LLC 2361 - 2024-03-31 990 $44,000 0
   ROYAL BANK OF CANADA 5444 - 2024-03-31 280 $13,000 -127
   Friedenthal Financial 195 - 2024-03-31 186 $8,000 0
   IFP Advisors Inc 2276 - 2023-12-31 177 $7,000 0
   UBS Group AG 6256 - 2024-03-31 126 $6,000 69
   HANSON MCCLAIN, INC. 2512 - 2024-03-31 91 $4,000 0
   HARBOUR INVESTMENTS INC. 2508 - 2023-12-31 100 $4,000 0
   PROEQUITIES INC. 3997 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7316 *New 2024-03-31 1 $0 1
   FINANCIAL NETWORK 2877 *Closed 2024-03-31 0 $0 -6,343
   Farther Finance Advisors LLC 3694 - 2024-03-31 8 $0 0

  23 Records found
  1    
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