Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Victory CEMP US Discv Enh Vol Wtd ETF (CSF)  
$51.21 0.24 (0.47%) as of 4:30 Tue 5/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    0
Total shares held : 
 784,333  
% of shares held : 
 8.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -94,641  
% of shares held change : 
   -1.05%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $47.60  
Last Quarter's Ending Price : 
 $49.17  
Last Quarter's Average Price : 
 $47.99  
Change from last quarter's     
avg. price to the last closing  : 
3.22 (6.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 1,822
 0.23%
 
Increased Positions :
6
 43,212
 5.51%
 
Unchanged Positions :
5
 2,227
 0.28%
 
Decreased Positions :
13
-93,166
-11.88%
 
Closed Positions :
3
-46,509
-5.93%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 957 - 2024-03-31 136,903 $7,016,000 -13,520
   LPL FINANCIAL CORP 1750 - 2024-03-31 99,833 $5,116,000 -58,903
   ROYAL BANK OF CANADA 2286 - 2023-12-31 58,309 $2,867,000 17,711
   AMERIPRISE FINANCIAL INC 2636 - 2023-12-31 56,259 $2,766,000 -3,757
   CWM LLC 571 - 2024-03-31 46,795 $2,398,000 -695
   BANK OF AMERICA CORP /DE/ 3432 - 2023-12-31 45,713 $2,248,000 1,014
   COMMONWEALTH EQUITY SERVICES LLC. 1741 - 2024-03-31 40,740 $2,088,000 -6,237
   MORGAN STANLEY 4371 - 2023-12-31 41,729 $2,052,000 -13,881
   FINANCIAL NETWORK 993 - 2023-12-31 37,851 $1,861,000 23,252
   CLS INVESTMENT FIRM LLC 597 - 2022-12-31 26,713 $1,461,000 375
   STIFEL FINANCIAL CORP 1951 - 2023-12-31 26,991 $1,327,000 -2,260
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2237 - 2024-03-31 25,350 $1,299,000 938
   Lumature Wealth Partners LLC 43 - 2023-06-30 16,991 $884,000 -23,166
   Goss Wealth Management LLC 1022 - 2023-12-31 16,779 $825,000 -354
   Empirical Asset Management LLC 71 - 2024-03-31 15,289 $784,000 -702
   Keystone Financial Group 219 *New 2024-03-31 7,329 $376,000 7,329
   MONECO Advisors LLC 326 - 2024-03-31 5,399 $277,000 -930
   Patriot Financial Group Insurance Agency LLC 415 - 2024-03-31 4,617 $237,000 6
   Advisor Group Holdings Inc. 3978 - 2024-03-31 2,649 $136,000 409
   COMERICA BANK 2655 - 2023-12-31 1,198 $59,000 0
   Goodman Advisory Group LLC 89 *New 2023-12-31 1,200 $59,000 1,200
   Sunbelt Securities Inc. 876 - 2024-03-31 893 $46,000 0
   UBS Group AG 5571 - 2023-12-31 565 $28,000 -1,559
   Steward Partners Investment Advisory LLC 2382 *New 2023-12-31 437 $21,000 437
   IFP Advisors Inc 2204 *New 2023-12-31 185 $9,000 185
   PRIVATE TRUST CO NA 1785 - 2024-03-31 133 $7,000 0
   HARBOUR INVESTMENTS INC. 3056 - 2023-12-31 3 $0 0
   PROEQUITIES INC. 7819 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6299 *Closed 2023-12-31 0 $0 -41,717
   Equitable Holdings Inc. 1165 *Closed 2023-12-31 0 $0 -4,731
   Fermata Advisors LLC 229 *Closed 2024-03-31 0 $0 -11,870
   Orion Portfolio Solutions LLC 1738 *Closed 2024-03-31 0 $0 -27,009
  32 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