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Get Institutions for : 
Altrius Global Dividend Etf (DIVD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 6    1
Total shares held : 
86,371  
% of shares held : 
0.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
25,651  
% of shares held change : 
  0.29%  
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 :
1
 6,695
 7.75%
 
Increased Positions :
2
 18,956
 21.95%
 
Unchanged Positions :
3
 36,576
 42.35%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Altrius Capital Management Inc - 2023-12-31 24,383 $774,000 1,043
   One Wealth Management Investment & Advisory Servic - 2023-12-31 19,687 $625,000 0
   ROYAL BANK OF CANADA 3516 - 2023-12-31 18,717 $594,000 17,913
   AlphaCore Capital LLC 144 - 2023-12-31 15,300 $486,000 0
   LM Advisors LLC 329 - 2023-12-31 1,589 $50,000 0
   PROEQUITIES INC. 4016 *New 2024-03-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6120 *Closed 2024-03-31 0 $0 -6,695

  7 Records found
  1    
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