Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Activepassive International Equity Etf (APIE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    0
Total shares held : 
7,703,594  
% of shares held : 
85.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
3,773,001  
% of shares held change : 
  41.92%  
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 :
1
 8,259
 0.11%
 
Increased Positions :
5
 3,911,347
 50.77%
 
Unchanged Positions :
3
 10,915
 0.14%
 
Decreased Positions :
1
-128,127
-1.66%
 
Closed Positions :
1
-18,478
-0.24%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Envestnet Portfolio Solutions Inc. 30 - 2023-12-31 6,314,819 $168,322,000 3,497,069
   ENVESTNET ASSET MANAGEMENT INC 1066 - 2023-12-31 706,392 $18,829,000 376,644
   Atria Wealth Solutions Inc. 123 - 2023-12-31 525,130 $14,070,000 -128,127
   HIGHTOWER ADVISORS, LLC 1196 - 2023-12-31 113,491 $3,034,000 15,580
   NATIONAL ASSET MANAGEMENT, INC. 305 - 2023-12-31 91,555 $2,440,000 71,276
   LINCOLN NATIONAL CORP - 2024-03-31 51,329 $1,452,000 43,070
   PUPLAVA FINANCIAL SERVICES INC 72 *New 2024-03-31 20,470 $579,000 20,470
   Advisor Group Holdings Inc. 3035 - 2023-12-31 21,240 $566,000 19,970
   PRINCIPAL SECURITIES INC. 869 - 2023-12-31 8,824 $235,000 0
   PROEQUITIES INC. - 2024-03-31 3,929 $111,000 581
   FTB Advisors Inc. 1010 - 2024-03-31 1,570 $44,000 0
   COMERICA BANK 3028 - 2023-12-31 521 $14,000 0
   JANE STREET GROUP LLC 5883 *Closed 2023-12-31 0 $0 -18,478

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