Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Fidelity Limited Term Bond Etf (FLTB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    2
Total shares held : 
1,920,002  
% of shares held : 
35.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
124,111  
% of shares held change : 
  2.29%  
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 :
4
 32,331
 1.68%
 
Increased Positions :
18
 290,377
 15.12%
 
Unchanged Positions :
9
 35,608
 1.85%
 
Decreased Positions :
23
-164,909
-8.59%
 
Closed Positions :
6
-33,688
-1.75%
 
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
   Vestmark Advisory Solutions Inc. 246 - 2024-03-31 39,106 $1,918,000 8,451
   GSB Wealth Management LLC 77 - 2024-03-31 33,064 $1,622,000 930
   ISLAY CAPITAL MANAGEMENT LLC 32 - 2024-03-31 24,243 $1,189,000 1,148
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2431 - 2024-03-31 22,444 $1,101,000 22,444
   CITADEL ADVISORS LLC 3166 - 2024-03-31 18,470 $906,000 6,044
   Dynamic Advisors Solutions LLC 539 - 2024-03-31 13,311 $653,000 5,367
   Koshinski Asset Management Inc. 348 - 2024-03-31 8,863 $435,000 2,740
   H D Vest Advisory Services 1138 - 2024-03-31 8,349 $409,000 2,686
   Rehmann Capital Advisory Group 373 - 2024-03-31 7,828 $384,000 331
   Advisor OS LLC 298 - 2024-03-31 6,653 $326,000 1,236
   SAVANT CAPITAL MANAGEMENT INC 921 - 2024-03-31 5,711 $280,000 560
   Glass Jacobson Investment Advisors llc 251 - 2024-03-31 2,599 $127,000 3
   Sunbelt Securities Inc. 799 - 2024-03-31 1,340 $66,000 3
   Spire Wealth Management 1319 - 2024-03-31 735 $36,000 4
   Financial Synergies Wealth Advisors Inc. 351 - 2024-03-31 39 $2,000 39

  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results