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Get Institutions for : 
Carter Validus Mission Critical Reit Ii, Inc. (CVMCA)  
$4.38 0.00 (0.00%) as of 4:30 Tue 4/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    1
Total shares held : 
 173,694  
% of shares held : 
 10.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 52,548  
% of shares held change : 
   3.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $4.65  
Last Quarter's Ending Price : 
 $5.45  
Last Quarter's Average Price : 
 $4.75  
Change from last quarter's     
avg. price to the last closing  : 
0.37 (7.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 10,459
 6.02%
 
Increased Positions :
3
 42,089
 24.23%
 
Unchanged Positions :
9
 119,286
 68.68%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
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
   Financial Gravity Wealth Inc. 189 - 2023-12-31 27,569 $1,354,000 0
   FIRST AMERICAN TRUST CO 158 - 2023-12-31 32,862 $270,000 0
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 189 - 2024-03-31 29,985 $132,000 0
   TUCKER ASSET MANAGEMENT LLC 146 - 2023-12-31 12,813 $104,000 0
   FINEMARK NATIONAL BANK & TRUST 396 - 2023-12-31 18,648 $102,000 0
   Belpointe Asset Management LLC 687 *New 2023-12-31 10,459 $85,000 10,459
   BARTLETT & CO. LLC 862 - 2023-12-31 2,575 $21,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 858 - 2023-12-31 2,575 $21,000 0
   Financial Avengers Inc. 95 - 2023-12-31 2,300 $19,000 0
   PSI Advisors LLC 435 - 2024-03-31 1,860 $14,000 -1
   Tradition Wealth Management LLC 964 - 2023-12-31 1,404 $11,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 532 - 2024-03-31 1,368 $10,000 0
   Strategic Investment Solutions Inc. /IL 478 - 2023-12-31 872 $7,000 872
   KINGSWOOD WEALTH ADVISORS LLC 670 *Closed 2024-03-31 0 $0 -41,216
  14 Records found
  1    
  Page 1 of 1
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