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Get Institutions for : 
Anfield Us Equity Sector Rotation Etf (AESR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    3
Total shares held : 
6,533,887  
% of shares held : 
72.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
-1,837,608  
% of shares held change : 
  -20.42%  
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
 27,626
 0.42%
 
Increased Positions :
4
 81,530
 1.25%
 
Unchanged Positions :
3
 62,408
 0.96%
 
Decreased Positions :
8
-1,946,764
-29.79%
 
Closed Positions :
0
0
0%
 
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
   First International Bank & Trust 6 - 2024-03-31 1,149,538 $17,898,000 -718,874
   Anfield Capital Management LLC 2 - 2024-03-31 803,557 $12,511,000 -18,153
   PROVENCE WEALTH MANAGEMENT GROUP 40 - 2023-12-31 70,670 $976,000 -4,072
   Nelson Van Denburg & Campbell Wealth Management Gr 300 - 2024-03-31 60,960 $948,000 -8,627
   Mosley Wealth Management 31 - 2024-03-31 45,850 $714,000 -10,717
   TOWNSQUARE CAPITAL LLC 847 - 2024-03-31 32,515 $506,000 -2,136
   AE Wealth Management LLC 993 - 2024-03-31 16,913 $263,000 -3,135
   UBS Group AG 6395 - 2024-03-31 230 $4,000 -1,242

  8 Records found
  1    
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