|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Ishares Esg Aware Aggressive Allocation Etf (EAOA) |
|
|
$ 0.00 (0.00%) as of 4:30 Tue 11/30
|
|
Download |
|
| |
Institutional
Holders
Total
Institutions:
 |
18  1 |
|
|
Total
shares held :
|
126,987 |
|
|
% of shares
held :
|
1.41% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 2 |
|
|
Amount
of shares held :
|
10,893 |
|
|
% of shares
held change :
|
0.12% |
|
| Quarter
Price vs. Current Price:
|
|
|
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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Cardinal Point Capital Management ULC |
24 |
- |
2024-03-31 |
42,180 |
$1,438,000 |
0 |
|
| Cardinal Point Wealth Management Partners LLC |
30 |
- |
2023-03-31 |
31,340 |
$925,000 |
0 |
|
| JANE STREET GROUP LLC |
3513 |
- |
2023-12-31 |
23,426 |
$751,000 |
14,183 |
|
| CITADEL ADVISORS LLC |
3642 |
- |
2023-12-31 |
14,990 |
$481,000 |
-13,756 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3561 |
- |
2024-03-31 |
13,163 |
$449,000 |
-31 |
|
| Vestmark Advisory Solutions Inc. |
415 |
*New |
2023-12-31 |
9,162 |
$294,000 |
9,162 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3412 |
- |
2024-03-31 |
7,257 |
$247,000 |
-245 |
|
| SAX WEALTH ADVISORS LLC |
165 |
- |
2023-12-31 |
7,600 |
$244,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2892 |
*New |
2023-12-31 |
2,448 |
$79,000 |
2,448 |
|
| Parallel Advisors LLC |
1403 |
- |
2024-03-31 |
1,770 |
$60,000 |
12 |
|
| Koesten Hirschmann & Crabtree INC. |
64 |
- |
2023-12-31 |
1,660 |
$53,000 |
0 |
|
| ROYAL BANK OF CANADA |
5493 |
- |
2023-12-31 |
918 |
$29,000 |
-6 |
|
| JNBA FINANCIAL ADVISORS |
398 |
- |
2024-03-31 |
572 |
$19,000 |
5 |
|
| Mascoma Wealth Management LLC |
293 |
- |
2024-03-31 |
385 |
$13,000 |
-296 |
|
| CGC Financial Services LLC |
208 |
- |
2024-03-31 |
286 |
$10,000 |
32 |
|
| Gould Capital LLC |
165 |
- |
2023-12-31 |
185 |
$6,000 |
0 |
|
| Fortitude Family Office LLC |
665 |
- |
2024-03-31 |
116 |
$4,000 |
-146 |
|
| CREATIVE PLANNING |
2716 |
*Closed |
2023-12-31 |
0 |
$0 |
-31 |
|
| PROEQUITIES INC. |
4542 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Moisand Fitzgerald Tamayo LLC |
582 |
*Closed |
2024-03-31 |
0 |
$0 |
-200 |
|
|
20 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
