JEPY : Institutional Ownership for Defiance S&p 500 Enhanced Options Income Etf

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Get Institutions for :

Defiance S&p 500 Enhanced Options Income Etf (JEPY)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

388,823

% of shares held :

4.32%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

335,576

% of shares held change :

3.73%

Quarter Price vs. Current Price:

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 :	14	335,776	86.36%
	Increased Positions :	0	0	0%
	Unchanged Positions :	1	53,047	13.64%
	Decreased Positions :	0	0	0%
	Closed Positions :	1	-200	-0.05%
	Guru Positions :	0		0%

Charting Not Avaliable

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
Virtue Capital Management LLC	28	-	2024-03-31	272,628	$4,605,000	161,804
Zega Financial LLC	22	-	2024-03-31	75,163	$1,324,000	22,116
Toroso Investments LLC	1190	-	2024-03-31	26,263	$463,000	5,091
Centric Wealth Management	110	-	2024-03-31	20,183	$335,000	614
ROYAL BANK OF CANADA	4599	-	2024-03-31	5,642	$100,000	5,642
MORGAN STANLEY	6715	-	2024-03-31	174	$3,000	173

6 Records found

Page 1 of 1

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