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Get Institutions for : 
Robo Global Healthcare Technology & Innovation Etf (HTEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    4
Total shares held : 
1,060,491  
% of shares held : 
11.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
-2,897  
% of shares held change : 
  -0.03%  
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 :
7
 79,375
 7.48%
 
Increased Positions :
5
 132,042
 12.45%
 
Unchanged Positions :
12
 44,184
 4.17%
 
Decreased Positions :
13
-206,477
-19.47%
 
Closed Positions :
3
-7,837
-0.74%
 
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
   Sweet Financial Partners LLC 181 - 2024-03-31 8,030 $228,000 0
   Lindbrook Capital LLC 450 - 2024-03-31 4,845 $138,000 0
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 665 - 2023-12-31 2,546 $71,000 0
   BANK OF AMERICA CORP /DE/ 5643 - 2023-12-31 779 $22,000 0
   BDO Wealth Advisors LLC 625 - 2023-06-30 525 $16,000 0
   Truvestments Capital LLC 498 - 2023-12-31 459 $13,000 0
   Goss Wealth Management LLC 3036 - 2023-12-31 226 $6,000 0
   IFP Advisors Inc 2486 - 2023-12-31 140 $4,000 0
   Trust Co 306 - 2024-03-31 126 $4,000 0
   Sound Income Strategies LLC 989 - 2024-03-31 97 $3,000 0
   VALLEY NATIONAL ADVISERS INC 1176 - 2024-03-31 36 $1,000 0
   Atlantic Trust Group LLC 3040 *New 2024-03-31 0 $0 0
   PROEQUITIES INC. 9951 - 2024-03-31 0 $0 0

  13 Records found
  1    
  Page 1 of 1
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