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Get Institutions for : 
Veridien Climate Action Etf (CLIA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    2
Total shares held : 
 1,464,383  
% of shares held : 
 16.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 58,355  
% of shares held change : 
   0.65%  
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 :
2
 10,277
 0.7%
 
Increased Positions :
9
 51,579
 3.52%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
1
-3,501
-0.24%
 
Closed Positions :
0
0
0%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1148 - 2023-12-31 801,780 $16,460,000 3,567
   MML INVESTORS SERVICES LLC 578 - 2023-12-31 254,448 $5,224,000 2,789
   W. E. Donoghue & Co. LLC 13 - 2023-12-31 160,355 $3,292,000 28,672
   PROEQUITIES INC. 119 - 2024-03-31 153,913 $2,963,000 5,073
   Envestnet Portfolio Solutions Inc. 992 - 2023-12-31 27,762 $570,000 1,322
   COMMONWEALTH EQUITY SERVICES LLC. 2822 - 2024-03-31 24,850 $478,000 0
   GTS SECURITIES LLC 995 - 2023-12-31 19,335 $397,000 5,510
   Wellington Wealth Strategies LLC. 82 - 2023-12-31 10,566 $217,000 0
   Kestra Advisory Services LLC 2071 *New 2023-12-31 10,078 $207,000 10,078
   Global Retirement Partners LLC 782 - 2024-03-31 10,417 $201,000 841
   Advisor Group Holdings Inc. 4344 - 2023-12-31 5,332 $109,000 -3,501
   FTB Advisors Inc. 999 - 2024-03-31 2,369 $46,000 541
   UBS Group AG 6418 *New 2023-12-31 199 $4,000 199
   NBC SECURITIES INC. 2031 *New 2024-03-31 0 $1,000 0
  14 Records found
  1    
  Page 1 of 1
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