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Get Institutions for : 
Motley Fool Mid Cap Growth Etf (TMFM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    1
Total shares held : 
 334,244  
% of shares held : 
 3.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -22,072  
% of shares held change : 
   -0.22%  
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
 22,558
 6.75%
 
Increased Positions :
6
 4,681
 1.4%
 
Unchanged Positions :
12
 28,510
 8.53%
 
Decreased Positions :
5
-30,400
-9.1%
 
Closed Positions :
2
-18,911
-5.66%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  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
   CREATIVE PLANNING 1422 - 2024-03-31 31,860 $864,000 12,215
   Advisor Group Holdings Inc. 2702 - 2024-03-31 24,098 $653,000 -37
   LPL FINANCIAL CORP 3791 - 2024-03-31 16,877 $457,000 923
   Wedmont Private Capital 425 - 2024-03-31 12,570 $337,000 0
   PURE FINANCIAL ADVISORS, INC. 244 - 2024-03-31 12,145 $329,000 0
   CITADEL ADVISORS LLC 4154 - 2024-03-31 11,671 $316,000 11,671
   Mutual Advisors LLC 836 *New 2024-03-31 11,633 $315,000 11,633
   FLAGSHIP HARBOR ADVISORS LLC 556 - 2024-03-31 9,829 $266,000 -199
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2028 *New 2024-03-31 9,071 $246,000 9,071
   Orion Portfolio Solutions LLC 1555 *New 2024-03-31 8,620 $234,000 8,620
   Meeder Advisory Services Inc. 396 *New 2024-03-31 8,620 $234,000 8,620
   Private Advisor Group LLC 2041 - 2024-03-31 8,200 $222,000 0
   Global Retirement Partners LLC 769 - 2024-03-31 7,689 $208,000 0
   Key Financial Inc 310 - 2024-03-31 3,954 $107,000 0
   FMR LLC 3276 - 2024-03-31 2,561 $69,000 0
   Trust Co 172 *New 2024-03-31 2,393 $65,000 2,393
   MORGAN STANLEY 5984 - 2024-03-31 1,896 $51,000 2
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2074 - 2024-03-31 1,796 $49,000 -417
   CWM LLC 2502 - 2024-03-31 1,320 $36,000 0
   Sargent Bickham Lagudis LLC 618 *New 2022-12-31 851 $18,000 851
   Householder Group Estate & Retirement Specialist L 705 - 2024-03-31 624 $17,000 0
   BANK OF AMERICA CORP /DE/ 5799 - 2024-03-31 355 $10,000 -398
   US BANCORP 3359 - 2024-03-31 278 $8,000 0
   WELLS FARGO & CO/MN 5322 - 2024-03-31 136 $4,000 0
   HANSON MCCLAIN, INC. 2579 - 2024-03-31 100 $3,000 0
   UBS Group AG 6764 - 2024-03-31 82 $2,000 -284
   Larson Financial Group LLC 1530 - 2024-03-31 26 $1,000 0
   PROEQUITIES INC. 2790 - 2024-03-31 0 $0 0
   GTS SECURITIES LLC 1356 *Closed 2024-03-31 0 $0 -50,509
   Motley Fool Wealth Management LLC 123 *Closed 2024-03-31 0 $0 -148,531
   DHJJ Financial Advisors Ltd. 722 - 2024-03-31 5 $0 0
   CAPTRUST FINANCIAL ADVISORS 2438 *Closed 2024-03-31 0 $0 -10,558
   Bear Mountain Capital Inc. 243 *Closed 2024-03-31 0 $0 -50
  33 Records found
  1    
  Page 1 of 1
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