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Get Institutions for : 
International Drawdown Managed Equity Etf (IDME)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    1
Total shares held : 
5,846,809  
% of shares held : 
15.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
-1,134,249  
% of shares held change : 
  -2.95%  
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
 190,845
 3.26%
 
Increased Positions :
7
 71,030
 1.21%
 
Unchanged Positions :
2
 85,581
 1.46%
 
Decreased Positions :
5
-698,755
-11.95%
 
Closed Positions :
3
-697,369
-11.93%
 
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
   Sugarloaf Wealth Management LLC 8 - 2024-03-31 956,239 $19,899,000 121,581
   Waterloo Capital L.P. 6 - 2023-12-31 582,491 $11,644,000 4,849
   SILVER OAK SECURITIES Inc 40 - 2024-03-31 175,165 $3,645,000 16,257
   One + One Wealth Management LLC 27 - 2024-03-31 100,750 $2,097,000 47,155
   MBE Wealth Management LLC 13 - 2024-03-31 86,961 $1,810,000 22,527
   Atomi Financial Group Inc. 222 - 2024-03-31 38,496 $801,000 4,400
   Global Retirement Partners LLC 933 - 2024-03-31 6,544 $136,000 1,917
   UBS Group AG 6578 - 2023-12-31 151 $3,000 121

  8 Records found
  1    
  Page 1 of 1
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