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Get Institutions for : 
Roundhill Generative Ai And Technology Etf (CHAT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    1
Total shares held : 
 161,374  
% of shares held : 
 1.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -92,047  
% of shares held change : 
   -1.02%  
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 :
5
 31,859
 19.74%
 
Increased Positions :
1
 1,220
 0.76%
 
Unchanged Positions :
5
 12,056
 7.47%
 
Decreased Positions :
6
-73,095
-45.3%
 
Closed Positions :
4
-52,031
-32.24%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   WJ Wealth Management LLC 28 - 2024-03-31 61,657 $2,194,000 47,898
   GRADIENT INVESTMENTS LLC 165 *New 2024-03-31 52,637 $1,873,000 52,637
   JANE STREET GROUP LLC 2530 - 2023-12-31 59,159 $1,827,000 -13,488
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2536 - 2023-12-31 38,585 $1,192,000 -38,862
   Gemmer Asset Management LLC 62 *New 2024-03-31 24,443 $870,000 24,443
   COMMONWEALTH EQUITY SERVICES LLC. 2331 - 2024-03-31 24,386 $868,000 13,845
   Beacon Financial Advisory LLC 159 - 2024-03-31 9,755 $347,000 1,200
   SeaCrest Wealth Management LLC 455 *New 2024-03-31 8,075 $287,000 8,075
   Visionary Wealth Advisors 398 - 2023-12-31 9,228 $285,000 1,220
   LPL FINANCIAL CORP 4257 *New 2023-12-31 6,959 $215,000 6,959
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2140 *New 2024-03-31 5,957 $212,000 5,957
   VALLEY NATIONAL ADVISERS INC 239 *New 2024-03-31 5,774 $205,000 5,774
   Advisor Group Holdings Inc. 4056 - 2023-12-31 5,357 $165,000 -2,745
   CITADEL ADVISORS LLC 4599 - 2023-12-31 4,343 $134,000 -8,479
   RFP Financial Group LLC 187 - 2023-12-31 1,630 $50,000 0
   HARBOUR INVESTMENTS INC. 1587 - 2023-12-31 1,213 $37,000 0
   ROYAL BANK OF CANADA 5591 - 2023-12-31 639 $20,000 -1,371
   IFP Advisors Inc 1874 - 2023-12-31 640 $20,000 0
   Beacon Capital Management LLC 423 *New 2023-12-31 600 $16,000 600
   HORIZON INVESTMENTS, LLC/SC 731 - 2023-12-31 18 $1,000 0
   UBS Group AG 7149 *Closed 2023-12-31 0 $0 -4,384
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   ROBINSON CAPITAL MANAGEMENT LLC 230 *Closed 2023-12-31 0 $0 -350
   FLOW TRADERS U.S. LLC 1049 *Closed 2023-12-31 0 $0 -24,694
   OLD MISSION CAPITAL LLC 1078 *Closed 2023-12-31 0 $0 -22,603
   SIMPLEX TRADING LLC 3255 *Closed 2024-03-31 0 $0 -148
  26 Records found
  1    
  Page 1 of 1
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