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Get Institutions for : 
Ark Etf Trust (ARKQ)  
$37.06 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    9
Total shares held : 
4,052,144  
% of shares held : 
28.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -32  
Amount of shares held : 
-108,183  
% of shares held change : 
  -0.77%  
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 :
13
 60,434
 1.49%
 
Increased Positions :
34
 171,342
 4.23%
 
Unchanged Positions :
65
 89,874
 2.22%
 
Decreased Positions :
57
-221,668
-5.47%
 
Closed Positions :
22
-118,291
-2.92%
 
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
   Focused Wealth Management Inc 181 *Closed 2024-03-31 0 $0 -8
   Dakota Community Bank & Trust NA 103 *Closed 2024-03-31 0 $0 -104
   ADVISORY SERVICES NETWORK, LLC 1704 *Closed 2024-03-31 0 $0 -2,353
   JFS WEALTH ADVISORS, LLC 1826 *Closed 2024-03-31 0 $0 -403
   CAPTRUST FINANCIAL ADVISORS 2672 *Closed 2023-12-31 0 $0 -3,824
   ODell Group LLC 129 *Closed 2024-03-31 0 $0 -113
   IFG Advisory LLC 404 *Closed 2024-03-31 0 $0 -8,896
   MILLENNIUM MANAGEMENT LLC 4084 *Closed 2023-12-31 0 $0 -4,182
   PRIVATE TRUST CO NA 2235 *Closed 2024-03-31 0 $0 -608
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 516 *Closed 2024-03-31 0 $0 -4,269
   Western Wealth Management LLC 696 *Closed 2024-03-31 0 $0 -3,590
   Resurgent Financial Advisors LLC 230 *Closed 2024-03-31 0 $0 -3,080
   Heritage Wealth Advisors 672 *Closed 2024-03-31 0 $0 -1
   GRADIENT INVESTMENTS LLC 1686 *Closed 2024-03-31 0 $0 -102
   Merit Financial Group LLC 901 *Closed 2024-03-31 0 $0 -18,971
   Advisors Preferred LLC 226 *Closed 2024-03-31 0 $0 -664
   Prosperity Wealth Management Inc. 144 *Closed 2023-12-31 0 $0 -6,550
   BKM Wealth Management LLC 467 *Closed 2024-03-31 0 $0 -1,330
   Aptus Capital Advisors LLC 978 *Closed 2023-12-31 0 $0 -32
   DT INVESTMENT PARTNERS, LLC 481 *Closed 2023-12-31 0 $0 -50
   MULTIFINANCIAL SECURITIES CORP 1808 *Closed 2023-12-31 0 $0 -4,292
   Moisand Fitzgerald Tamayo LLC 644 *Closed 2024-03-31 0 $0 -1
   Envestnet Portfolio Solutions Inc. 1647 *Closed 2024-03-31 0 $0 -5,365
   Aspire Capital Advisors LLC 85 *Closed 2024-03-31 0 $0 -70,620
   VALLEY NATIONAL ADVISERS INC 1298 *Closed 2024-03-31 0 $0 -465
   Global Wealth Management Investment Advisory Inc. 424 *Closed 2024-03-31 0 $0 -30

  26 Records found
  1    
  Page 1 of 1
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