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Ai Powered Equity Etf (AIEQ) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
25  5 |
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Total
shares held :
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346,650 |
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% of shares
held :
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11.08% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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-7 |
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Amount
of shares held :
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79,505 |
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% of shares
held change :
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 2.54% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
1664 |
- |
2023-12-31 |
142,692 |
$5,081,000 |
599 |
|
| Advisor Group Holdings Inc. |
3309 |
- |
2023-12-31 |
11,485 |
$409,000 |
-4,365 |
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| CITADEL ADVISORS LLC |
3841 |
- |
2023-12-31 |
10,884 |
$388,000 |
-7,881 |
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| WEDBUSH MORGAN SECURITIES INC |
688 |
- |
2023-12-31 |
10,020 |
$357,000 |
-500 |
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| HCR Wealth Advisors |
190 |
- |
2023-12-31 |
6,002 |
$214,000 |
6,002 |
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| BANK OF MONTREAL /CAN/ |
2952 |
- |
2023-12-31 |
1,724 |
$62,000 |
0 |
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| ROYAL BANK OF CANADA |
5233 |
- |
2023-12-31 |
1,649 |
$59,000 |
610 |
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| MORGAN STANLEY |
5910 |
- |
2023-12-31 |
1,566 |
$56,000 |
4 |
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| UBS Group AG |
5259 |
- |
2023-12-31 |
1,394 |
$50,000 |
-734 |
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| TD Waterhouse Canada Inc. |
957 |
- |
2023-12-31 |
1,033 |
$48,000 |
0 |
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| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2690 |
- |
2023-12-31 |
200 |
$7,000 |
0 |
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| Tradition Wealth Management LLC |
1088 |
- |
2023-12-31 |
182 |
$6,000 |
0 |
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| Steward Partners Investment Advisory LLC |
2930 |
- |
2023-12-31 |
130 |
$5,000 |
0 |
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| J P MORGAN CHASE & CO |
5270 |
- |
2023-12-31 |
97 |
$3,000 |
-182 |
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| GHP INVESTMENT ADVISORS INC |
813 |
*Closed |
2024-03-31 |
0 |
$0 |
-60 |
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| PROEQUITIES INC. |
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*Closed |
2024-03-31 |
0 |
$0 |
0 |
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| WELLS FARGO & CO/MN |
5999 |
- |
2023-12-31 |
2 |
$0 |
-199 |
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| EPG Wealth Management LLC |
435 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,892 |
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| Migdal Insurance & Financial Holdings Ltd. |
428 |
*Closed |
2024-03-31 |
0 |
$0 |
-870 |
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| Coppell Advisory Solutions LLC |
1599 |
*New |
2023-12-31 |
1 |
$0 |
1 |
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| SOA Wealth Advisors LLC. |
837 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,659 |
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| Farther Finance Advisors LLC |
3179 |
*Closed |
2023-12-31 |
0 |
$0 |
-281 |
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| Baldrige Asset Management LLC |
413 |
*New |
2023-03-31 |
10 |
$0 |
10 |
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| Private Wealth Management Group LLC |
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*Closed |
2024-03-31 |
0 |
$0 |
-2 |
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| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6510 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,680 |
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| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
748 |
*Closed |
2024-03-31 |
0 |
$0 |
-170 |
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| Western Pacific Wealth Management LP |
254 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,000 |
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| COMMONWEALTH EQUITY SERVICES LLC. |
4077 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,130 |
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| Integrated Wealth Concepts LLC |
1677 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,558 |
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| FinTrust Capital Advisors LLC |
1261 |
*Closed |
2024-03-31 |
0 |
$0 |
-141,133 |
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| Financial Perspectives Inc |
706 |
*Closed |
2024-03-31 |
0 |
$0 |
-565 |
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31 Records found
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1
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Page 1 of 1 |
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