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Get Institutions for : 
Global X Superdividend Alternatives (ALTY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    2
Total shares held : 
 691,218  
% of shares held : 
 7.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -397,733  
% of shares held change : 
   -4.19%  
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
 10,069
 1.46%
 
Increased Positions :
6
 39,224
 5.67%
 
Unchanged Positions :
4
 183
 0.03%
 
Decreased Positions :
8
-399,820
-57.84%
 
Closed Positions :
4
-47,206
-6.83%
 
Guru Positions :
1
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 2655 - 2024-03-31 146,038 $1,684,000 61,608
   Andesa Financial Management Inc. 42 *New 2022-12-31 146,211 $1,610,000 146,211
   Eudaimonia Partners LLC 113 - 2024-03-31 71,393 $823,000 10,166
   Triumph Capital Management 106 - 2024-03-31 47,864 $552,000 -2,170
   EUDAIMONIA ADVISORS LLC 102 - 2024-03-31 43,656 $504,000 1,510
   MERCER GLOBAL ADVISORS INC /ADV 1465 - 2023-12-31 34,607 $391,000 -15,420
   Arete Wealth Advisors LLC 477 - 2023-12-31 33,891 $383,000 33,891
   Founders Financial Alliance LLC 252 - 2023-12-31 15,670 $177,000 -327
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3039 *New 2024-03-31 14,903 $172,000 14,903
   PFG Advisors 633 - 2024-03-31 11,796 $136,000 -19
   Rehmann Capital Advisory Group 562 - 2024-03-31 10,030 $116,000 0
   BANK OF AMERICA CORP /DE/ 5385 - 2023-12-31 6,562 $74,000 96
   Advisor Group Holdings Inc. 5531 - 2024-03-31 1,024 $12,000 -313,614
   UBS Group AG 6043 - 2023-12-31 975 $11,000 -569
   MORGAN STANLEY 6690 - 2023-12-31 301 $3,000 1
   Financial Gravity Wealth Inc. 598 - 2023-12-31 89 $1,000 0
   Capital Investment Advisory Services LLC 932 - 2024-03-31 93 $1,000 0
   PROEQUITIES INC. 2687 - 2024-03-31 0 $0 0
   GREAT VALLEY ADVISOR GROUP INC. 750 *Closed 2024-03-31 0 $0 -11,200
   WELLS FARGO & CO/MN 6135 - 2024-03-31 0 $0 -1
   SRS Capital Advisors Inc. 1336 *New 2023-12-31 39 $0 39
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6018 *Closed 2024-03-31 0 $0 -13,470
   VAN DEN BERG MANAGEMENT INC *** -- Notable Guru -- 110 *Closed 2023-12-31 0 $0 -300
   ENVESTNET ASSET MANAGEMENT INC 4117 *Closed 2023-12-31 0 $0 -14,672
   Kovack Advisors Inc. 585 *Closed 2024-03-31 0 $0 -21,522
   Cetera Investment Advisers 2332 *Closed 2023-12-31 0 $0 -10,712
  26 Records found
  1    
  Page 1 of 1
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