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Get Institutions for : 
Ubs Etracs Wells Fargo Business Development Company Index Etn Series B Due 26 Ap (BDCZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 11    0
Total shares held : 
 135,758  
% of shares held : 
 1.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 10,232  
% of shares held change : 
   0.11%  
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
 2,271
 1.67%
 
Increased Positions :
2
 22,475
 16.56%
 
Unchanged Positions :
2
 4,240
 3.12%
 
Decreased Positions :
6
-10,860
-8%
 
Closed Positions :
1
-3,654
-2.69%
 
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
   Eudaimonia Partners LLC 104 - 2024-03-31 46,599 $910,000 2,656
   EUDAIMONIA ADVISORS LLC 83 - 2024-03-31 34,703 $678,000 -2,297
   HILLTOP HOLDINGS INC. 408 - 2023-12-31 21,196 $402,000 -2,575
   Change Path LLC 420 - 2023-12-31 20,409 $387,000 20,409
   Lindbrook Capital LLC 618 - 2024-03-31 4,000 $78,000 0
   PROEQUITIES INC. 1088 - 2024-03-31 3,172 $62,000 0
   Advisor Group Holdings Inc. 4789 - 2023-12-31 2,989 $57,000 -329
   ADVISORY SERVICES NETWORK, LLC 2069 *New 2023-12-31 2,271 $43,000 2,271
   MORGAN STANLEY 6423 - 2023-12-31 537 $10,000 -93
   CoreFirst Bank & Trust 311 - 2023-12-31 476 $9,000 0
   Geneos Wealth Management Inc. 1726 - 2024-03-31 240 $5,000 0
   Creekmur Asset Management LLC - 2023-12-31 127 $2,000 0
   WELLS FARGO & CO/MN 6925 - 2023-12-31 1 $0 -3,372
   ROYAL BANK OF CANADA 7001 *Closed 2023-12-31 0 $0 -3,654
  14 Records found
  1    
  Page 1 of 1
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