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Get Institutions for : 
Columbia India Consumer Etf (INCO)  
$65.60 0.60 (0.92%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 30    4
Total shares held : 
1,175,110  
% of shares held : 
37.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
-18,070  
% of shares held change : 
  -0.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$53.06  
Last Quarter's Ending Price : 
$58.78  
Last Quarter's Average Price
$55.65  
Change from last quarter's     
avg. price to the last closing  : 
9.95 (17.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 101,315
 8.62%
 
Increased Positions :
8
 72,419
 6.16%
 
Unchanged Positions :
4
 31,779
 2.7%
 
Decreased Positions :
10
-141,237
-12.02%
 
Closed Positions :
4
-50,567
-4.3%
 
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
   DHK Financial Advisors Inc. 11 *New 2023-12-31 64,015 $3,763,000 64,015
   KRAEMATON INVESTMENT ADVISORS INC *New 2024-03-31 27,456 $1,757,000 27,456
   MARINER WEALTH ADVISORS, LLC 1473 *New 2023-12-31 15,990 $940,000 15,990
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 6,035 $386,000 6,035
   WEALTH BUILDERS 167 *New 2024-03-31 4,927 $315,000 4,927
   J P MORGAN CHASE & CO 3956 *New 2023-12-31 4,880 $287,000 4,880
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2855 *New 2024-03-31 3,733 $239,000 3,733
   MML INVESTORS SERVICES LLC 2259 *New 2023-12-31 3,691 $217,000 3,691
   ADVISORY SERVICES NETWORK, LLC 3205 *New 2023-12-31 54 $3,000 54
   FMR LLC 5154 *New 2023-12-31 1 $0 1

  10 Records found
  1    
  Page 1 of 1
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