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Get Institutions for : 
Global X S&p 500 Risk Managed Income Etf (XRMI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    1
Total shares held : 
356,420  
% of shares held : 
3.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
84,224  
% of shares held change : 
  0.94%  
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 :
2
 13,801
 3.87%
 
Increased Positions :
4
 88,018
 24.7%
 
Unchanged Positions :
6
 74,514
 20.91%
 
Decreased Positions :
2
-17,523
-4.92%
 
Closed Positions :
1
-72
-0.02%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FINANCIAL NETWORK 1143 - 2024-03-31 82,682 $1,596,000 -4,980
   ENVESTNET ASSET MANAGEMENT INC 2865 - 2024-03-31 64,316 $1,241,000 5,761
   PRINCIPAL SECURITIES INC. 397 - 2024-03-31 63,158 $1,219,000 5,841
   LPL FINANCIAL CORP 3038 - 2024-03-31 56,634 $1,093,000 46,090
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2377 - 2024-03-31 22,447 $433,000 -3
   Founders Financial Alliance LLC 167 - 2024-03-31 21,825 $421,000 2,491
   Advisor Group Holdings Inc. 3175 - 2024-03-31 18,831 $364,000 -50,348
   Kingsview Wealth Management LLC 851 - 2024-03-31 14,000 $270,000 0
   Arete Wealth Advisors LLC 363 *New 2024-03-31 12,641 $244,000 12,641
   PRIVATE TRUST CO NA 1114 - 2024-03-31 2,472 $48,000 -785
   BANK OF AMERICA CORP /DE/ 5475 - 2024-03-31 2,500 $48,000 0
   Newbridge Financial Services Group Inc. 427 - 2024-03-31 2,200 $42,000 0
   IFP Advisors Inc 2106 - 2023-12-31 624 $12,000 0
   WELLS FARGO & CO/MN 5449 *New 2024-03-31 44 $1,000 44
   HARBOUR INVESTMENTS INC. 2895 - 2023-12-31 73 $1,000 0
   PROEQUITIES INC. 4175 - 2024-03-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6160 *Closed 2024-03-31 0 $0 -10,925

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