Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Inspire Faithward Mid Cap Momentum Esg Etf (GLRY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    1
Total shares held : 
 1,458,595  
% of shares held : 
 16.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 -65,044  
% of shares held change : 
   -0.72%  
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 :
2
 30,657
 2.1%
 
Increased Positions :
5
 29,194
 2%
 
Unchanged Positions :
4
 123
 0.01%
 
Decreased Positions :
5
-124,894
-8.56%
 
Closed Positions :
1
-1
-0%
 
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
   Ambassador Advisors LLC 3 - 2023-12-31 991,767 $26,262,000 -114,934
   CREATIVE FINANCIAL DESIGNS INC /ADV 7 - 2024-03-31 742,471 $22,313,000 397,774
   OneAscent Financial Services LLC 63 - 2024-03-31 74,680 $2,244,000 52,901
   Inspire Advisors LLC 122 - 2023-12-31 28,005 $745,000 7,276
   GTS SECURITIES LLC 727 - 2023-12-31 27,837 $741,000 13,382
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2189 *New 2024-03-31 18,349 $551,000 18,349
   COMMONWEALTH EQUITY SERVICES LLC. 3005 - 2024-03-31 12,903 $388,000 1,506
   Synergy Financial Management LLC 107 - 2024-03-31 9,103 $274,000 -1,241
   AE Wealth Management LLC 1811 *New 2023-12-31 8,878 $235,000 8,878
   SILVER OAK SECURITIES Inc 441 - 2023-12-31 8,136 $217,000 7,692
   Advisor Group Holdings Inc. 4378 - 2023-12-31 3,929 $105,000 -1,073
   UBS Group AG 5541 - 2023-12-31 1,117 $30,000 -305
   Geneos Wealth Management Inc. 1284 - 2024-03-31 856 $26,000 270
   JFS WEALTH ADVISORS, LLC 591 *New 2024-03-31 791 $24,000 791
   HARBOUR INVESTMENTS INC. 2543 - 2023-12-31 96 $3,000 0
   Smartleaf Asset Management LLC 1539 - 2024-03-31 27 $1,000 0
   PROEQUITIES INC. 2534 - 2024-03-31 0 $0 0
   Bare Financial Services Inc 102 - 2023-12-31 0 $0 0
   MORGAN STANLEY 7203 *Closed 2023-12-31 0 $0 -1
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us