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Get Institutions for : 
Global X Autonomous & Electric Vehicles Etf (DRIV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 173    13
Total shares held : 
6,886,530  
% of shares held : 
20.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
-1,203,237  
% of shares held change : 
  -3.61%  
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 :
12
 97,271
 1.41%
 
Increased Positions :
51
 331,350
 4.81%
 
Unchanged Positions :
62
 140,568
 2.04%
 
Decreased Positions :
48
-1,020,953
-14.83%
 
Closed Positions :
25
-610,905
-8.87%
 
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
   Kingsview Wealth Management LLC 418 *New 2023-12-31 47,541 $1,173,000 47,541
   WESTWOOD HOLDINGS GROUP INC 357 *New 2023-12-31 20,161 $497,000 20,161
   PATHSTONE FAMILY OFFICE, LLC 1379 *New 2023-09-30 10,898 $256,000 10,898
   J P MORGAN CHASE & CO 4113 *New 2023-12-31 9,347 $231,000 9,347
   JONES FINANCIAL COMPANIES LLLP 338 *New 2023-12-31 7,349 $181,000 7,349
   Farther Finance Advisors LLC 621 *New 2023-12-31 6,667 $164,000 6,667
   ADVISORY SERVICES NETWORK, LLC 1717 *New 2023-12-31 3,404 $84,000 3,404
   UMB BANK N A/MO *New 2023-12-31 487 $12,000 487
   ODell Group LLC 398 *New 2023-12-31 216 $5,000 216
   Scarborough Advisors LLC 506 *New 2023-12-31 179 $4,000 179
   Ahrens Investment Partners LLC 897 *New 2023-03-31 100 $2,000 100
   Tradewinds Capital Management LLC 442 *New 2024-03-31 21 $1,000 21
   CITIGROUP INC 4417 *New 2023-12-31 46 $1,000 46
   Friedenthal Financial 226 *New 2023-12-31 53 $1,000 53
   Compagnie Lombard Odier SCA 566 *New 2023-12-31 0 $0 0
   Future Financial Wealth Managment LLC 497 *New 2024-03-31 20 $0 20

  16 Records found
  1    
  Page 1 of 1
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