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Get Institutions for : 
Adaptive Growth Opportunities Etf (AGOX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 39    0
Total shares held : 
 7,194,496  
% of shares held : 
 79.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -92,255  
% of shares held change : 
   -1.03%  
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 :
4
 12,329
 0.17%
 
Increased Positions :
13
 517,968
 7.2%
 
Unchanged Positions :
7
 187,882
 2.61%
 
Decreased Positions :
15
-472,324
-6.57%
 
Closed Positions :
4
-150,228
-2.09%
 
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
   LPL FINANCIAL CORP 1144 - 2024-03-31 517,815 $13,272,000 -19,138
   ROYAL BANK OF CANADA 1449 - 2024-03-31 413,473 $10,597,000 -17,945
   Feltz Wealth PLAN Inc. 22 - 2024-03-31 338,374 $8,673,000 -36,922
   Advisor Group Holdings Inc. 844 - 2024-03-31 277,229 $7,105,000 -51,716
   Stratos Wealth Partners LTD. 201 - 2024-03-31 247,455 $6,342,000 -2,956
   FINANCIAL NETWORK 615 - 2024-03-31 203,613 $5,219,000 -32,417
   Global Retirement Partners LLC 284 - 2024-03-31 58,253 $1,493,000 -263
   Newbridge Financial Services Group Inc. 38 - 2024-03-31 48,078 $1,232,000 -1,497
   F3Logic LLC 75 - 2022-12-31 39,070 $801,000 -523,314
   Prime Capital Investment Advisors LLC 563 - 2024-03-31 24,188 $620,000 -1,381
   COMMONWEALTH EQUITY SERVICES LLC. 2635 - 2024-03-31 23,474 $602,000 -1,905
   FIRETHORN WEALTH PARTNERS LLC 69 - 2024-03-31 21,999 $564,000 -2,757
   Atria Wealth Solutions Inc. 1321 - 2024-03-31 16,964 $435,000 -880
   THOROUGHBRED FINANCIAL SERVICES LLC 353 - 2024-03-31 12,614 $323,000 -1,400
   HARVEST GROUP WEALTH MANAGEMENT LLC 207 - 2023-03-31 2 $0 -86
  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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