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Quadratic Interest Rate Vltly And Infltn Hdg Etf (IVOL) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
 |
135  2 |
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Total
shares held :
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28,252,093 |
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% of shares
held :
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25.89% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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-37 |
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Amount
of shares held :
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1,023,980 |
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% of shares
held change :
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 0.94% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Gratus Capital LLC |
122 |
- |
2023-12-31 |
70,000 |
$1,448,000 |
0 |
|
| MRAZ, AMERINE & ASSOCIATES, INC. |
79 |
- |
2023-12-31 |
47,140 |
$975,000 |
0 |
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| LexAurum Advisors LLC |
166 |
- |
2024-03-31 |
23,550 |
$446,000 |
0 |
|
| TIEDEMANN WEALTH MANAGEMENT, LLC |
224 |
- |
2023-09-30 |
14,265 |
$293,000 |
0 |
|
| KMG FIDUCIARY PARTNERS LLC |
218 |
- |
2024-03-31 |
12,910 |
$244,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1341 |
- |
2023-12-31 |
10,523 |
$218,000 |
0 |
|
| TD Waterhouse Canada Inc. |
1066 |
- |
2024-03-31 |
2,450 |
$46,000 |
0 |
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| TCTC HOLDINGS, LLC |
353 |
- |
2024-03-31 |
1,624 |
$31,000 |
0 |
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| Newbridge Financial Services Group Inc. |
529 |
- |
2024-03-31 |
1,474 |
$28,000 |
0 |
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| TOMPKINS FINANCIAL CORP |
426 |
- |
2024-03-31 |
1,130 |
$21,000 |
0 |
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| West Branch Capital LLC |
236 |
- |
2024-03-31 |
920 |
$17,000 |
0 |
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| Belmont Capital LLC |
132 |
- |
2023-12-31 |
735 |
$15,000 |
0 |
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| Investors Research Corp |
692 |
- |
2024-03-31 |
642 |
$12,000 |
0 |
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| Glassman Wealth Services |
159 |
- |
2024-03-31 |
500 |
$9,000 |
0 |
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| CWM LLC |
3408 |
- |
2024-03-31 |
436 |
$8,000 |
0 |
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| TUCKER ASSET MANAGEMENT LLC |
500 |
- |
2023-12-31 |
385 |
$8,000 |
0 |
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| Burleson & Company LLC |
322 |
- |
2022-12-31 |
96 |
$2,000 |
0 |
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| SIGNATUREFD, LLC |
2778 |
- |
2024-03-31 |
101 |
$2,000 |
0 |
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| CREATIVE FINANCIAL DESIGNS INC /ADV |
1506 |
- |
2024-03-31 |
100 |
$2,000 |
0 |
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| CALDWELL SUTTER CAPITAL INC. |
816 |
- |
2024-03-31 |
59 |
$1,000 |
0 |
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| Global Retirement Partners LLC |
2924 |
- |
2024-03-31 |
30 |
$1,000 |
0 |
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| NBC SECURITIES INC. |
2066 |
- |
2024-03-31 |
84 |
$1,000 |
0 |
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| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
670 |
- |
2023-12-31 |
70 |
$1,000 |
0 |
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| SRS Capital Advisors Inc. |
1300 |
- |
2023-12-31 |
9 |
$0 |
0 |
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| Sugarloaf Wealth Management LLC |
680 |
- |
2024-03-31 |
10 |
$0 |
0 |
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| HANSON MCCLAIN, INC. |
3558 |
- |
2024-03-31 |
0 |
$0 |
0 |
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| TOWER RESEARCH CAPITAL LLC |
6309 |
- |
2023-12-31 |
16 |
$0 |
0 |
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| PROEQUITIES INC. |
10051 |
- |
2024-03-31 |
0 |
$0 |
0 |
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28 Records found
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1
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