Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Goldman Sachs Equal Weight Us Large Cap Equity Etf (GSEW)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    9
Total shares held : 
 5,120,084  
% of shares held : 
 42.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 961,401  
% of shares held change : 
   8.05%  
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 :
13
 305,948
 5.98%
 
Increased Positions :
29
 1,183,512
 23.12%
 
Unchanged Positions :
12
 59,102
 1.15%
 
Decreased Positions :
36
-519,504
-10.15%
 
Closed Positions :
4
-8,555
-0.17%
 
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
   Resources Investment Advisors Inc. 40 - 2024-03-31 490,125 $35,686,000 -86,614
   Great Lakes Retirement Inc. 3 - 2024-03-31 324,490 $23,626,000 -5,987
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 445 - 2024-03-31 150,818 $10,981,000 -2,022
   Consolidated Portfolio Review Corp 6 - 2024-03-31 113,893 $8,293,000 -3,970
   HPM Partners LLC - 2023-12-31 86,015 $5,768,000 -25
   CREATIVE PLANNING 544 - 2023-12-31 80,316 $5,386,000 -2,396
   KISTLERTIFFANY COMPANIES, LLC 23 - 2023-06-30 73,631 $4,603,000 -921
   WESCAP Management Group Inc. 21 - 2023-12-31 68,098 $4,567,000 -6
   DORSEY & WHITNEY TRUST CO LLC 82 - 2024-03-31 59,690 $4,346,000 -20,215
   LEGACY PRIVATE TRUST CO. 98 - 2024-03-31 34,028 $2,478,000 -2,732
   ROYAL BANK OF CANADA 2490 - 2023-12-31 32,826 $2,201,000 -19,611
   J P MORGAN CHASE & CO 3189 - 2024-03-31 18,672 $1,360,000 -5,889
   Advisor Group Holdings Inc. 2119 - 2024-03-31 17,039 $1,241,000 -777
   Jackson Creek Investment Advisors LLC 153 - 2024-03-31 13,818 $1,006,000 -875
   MERCER GLOBAL ADVISORS INC /ADV 998 - 2023-12-31 14,100 $946,000 -108
   Global Retirement Partners LLC 401 - 2024-03-31 11,235 $818,000 -123
   Running Point Capital Advisors LLC 45 - 2023-12-31 11,303 $758,000 -4,999
   COUNTRY CLUB BANK /GFN 221 - 2024-03-31 8,584 $625,000 -6
   Financial Advocates Investment Management 446 - 2024-03-31 7,134 $519,000 -4,070
   Orion Portfolio Solutions LLC 1265 - 2024-03-31 6,704 $488,000 -1,345
   Fort Point Capital Partners LLC 174 - 2023-12-31 7,056 $473,000 -68
   Bouchey Financial Group Ltd 85 - 2024-03-31 6,006 $437,000 -676
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3774 - 2024-03-31 5,131 $374,000 -7,207
   TrueWealth Advisors LLC 114 - 2024-03-31 5,071 $369,000 -922
   Stratos Wealth Advisors LLC 535 - 2024-03-31 4,685 $341,000 -635
   BOSTON FINANCIAL MANGEMENT INC /MA 283 - 2024-03-31 4,487 $327,000 -778
   Richard P Slaughter Associates Inc 117 - 2024-03-31 4,105 $299,000 -26
   Ausdal Financial Partners Inc. 391 - 2024-03-31 3,690 $269,000 -104
   BARNETT & COMPANY, INC. 73 - 2023-12-31 3,672 $246,000 -51
   Cedar Brook Financial Partners LLC 376 - 2024-03-31 3,194 $233,000 -58
   AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 70 - 2024-03-31 3,064 $221,000 -266
   Spire Wealth Management 923 - 2024-03-31 1,725 $126,000 -10,891
   LGT Financial Advisors LLC 251 - 2024-03-31 567 $41,000 -217
   TOWER RESEARCH CAPITAL LLC 4767 - 2023-12-31 95 $6,000 -5,422
   Qube Research & Technologies Ltd 3262 - 2023-12-31 94 $6,000 -106
   COMERICA BANK 3407 - 2023-12-31 40 $3,000 -2,934
  36 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