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Get Institutions for : 
Cambria Global Asset Allocation Etf (GAA)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    1
Total shares held : 
608,355  
% of shares held : 
23.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
134,088  
% of shares held change : 
  5.26%  
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 :
5
 142,668
 23.45%
 
Increased Positions :
4
 5,213
 0.86%
 
Unchanged Positions :
8
 11,835
 1.95%
 
Decreased Positions :
4
-12,931
-2.13%
 
Closed Positions :
4
-862
-0.14%
 
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
   Austin Wealth Management LLC 14 - 2023-12-31 291,116 $8,147,000 13,394
   LPL FINANCIAL CORP 1435 - 2023-12-31 263,646 $7,350,000 1,903
   FINANCIAL ARCHITECTS INC 78 - 2023-06-30 68,908 $1,865,000 -13,557
   Professional Financial Advisors LLC 37 - 2024-03-31 51,501 $1,490,000 -12,638
   HIGHTOWER ADVISORS, LLC 1740 - 2023-12-31 40,542 $1,127,000 -10,431
   Focus Financial Network Inc. 281 - 2024-03-31 29,347 $836,000 0
   Visionary Wealth Advisors 264 - 2023-12-31 25,506 $711,000 750
   Beacon Financial Advisory LLC - 2023-12-31 16,588 $462,000 -1,248
   IFG Advisory LLC 440 - 2023-12-31 12,628 $352,000 674
   STIFEL FINANCIAL CORP 2764 *New 2023-12-31 12,193 $340,000 12,193
   Mutual Advisors LLC 858 - 2023-12-31 9,413 $262,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4652 *New 2023-12-31 8,794 $245,000 8,794
   Advisor Group Holdings Inc. 4626 - 2023-12-31 2,550 $71,000 -763
   Able Wealth Management LLC 134 - 2023-12-31 1,856 $52,000 0
   ICA Group Wealth Management LLC 529 - 2023-12-31 1,708 $48,000 1,708
   ADVISORY SERVICES NETWORK, LLC 2108 *New 2023-12-31 1,438 $40,000 1,438
   NBC SECURITIES INC. 1452 - 2024-03-31 706 $21,000 0
   ROYAL BANK OF CANADA 5603 - 2023-12-31 706 $20,000 0
   AdvisorNet Financial Inc 1072 - 2024-03-31 650 $19,000 0
   Cribstone Capital Management LLC 246 - 2022-12-31 417 $11,000 3
   NATIONAL BANK OF CANADA /FI/ 2045 - 2023-12-31 260 $7,000 0
   MORGAN STANLEY 7320 *New 2023-12-31 1 $0 1
   WELLS FARGO & CO/MN 6336 - 2023-12-31 0 $0 0
   PROEQUITIES INC. 6541 - 2023-12-31 0 $0 0
   UBS Group AG 7767 *Closed 2023-12-31 0 $0 -29
   Nelson Van Denburg & Campbell Wealth Management Gr 1656 - 2023-12-31 100 $0 0
   Advisor Resource Council 443 *Closed 2024-03-31 0 $0 -120,242
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3400 *Closed 2024-03-31 0 $0 -28,253

  28 Records found
  1    
  Page 1 of 1
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