Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Victory CEMP US 500 Volatility Wtd ETF (CFA)  
$80.05 0.38 (0.48%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    4
Total shares held : 
 4,637,612  
% of shares held : 
 41.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -84,142  
% of shares held change : 
   -0.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $67.39  
Last Quarter's Ending Price : 
 $74.63  
Last Quarter's Average Price : 
 $69.71  
Change from last quarter's     
avg. price to the last closing  : 
10.34 (14.83%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 442
 0.01%
 
Increased Positions :
17
 119,992
 2.59%
 
Unchanged Positions :
17
 250,754
 5.41%
 
Decreased Positions :
27
-188,954
-4.07%
 
Closed Positions :
5
-15,622
-0.34%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 1046 - 2024-03-31 283,228 $23,043,000 969
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 477 - 2024-03-31 265,604 $21,610,000 2,873
   ROYAL BANK OF CANADA 1638 - 2024-03-31 96,862 $7,881,000 18,670
   Keystone Financial Group 64 - 2024-03-31 27,327 $2,223,000 12,914
   Rossmore Private Capital 85 - 2024-03-31 21,262 $1,730,000 500
   CITADEL ADVISORS LLC 2832 - 2024-03-31 15,457 $1,258,000 4,060
   Integrated Wealth Concepts LLC 694 - 2024-03-31 14,039 $1,142,000 1,270
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 263 - 2024-03-31 11,795 $960,000 1,302
   IHT Wealth Management LLC 469 - 2024-03-31 10,616 $864,000 741
   CREATIVE PLANNING 1617 - 2024-03-31 8,366 $681,000 109
   Pathstone Holdings LLC 1553 - 2024-03-31 7,836 $638,000 22
   Hibernia Wealth Partners LLC 34 - 2024-03-31 7,751 $631,000 126
   Patriot Financial Group Insurance Agency LLC 265 - 2024-03-31 6,491 $528,000 24
   WEDBUSH MORGAN SECURITIES INC 917 - 2024-03-31 3,399 $277,000 166
   Cedar Brook Financial Partners LLC 361 - 2024-03-31 3,047 $248,000 7
   FMR LLC 2885 - 2024-03-31 2,337 $190,000 307
   TOWER RESEARCH CAPITAL LLC 2617 - 2024-03-31 382 $31,000 382
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us