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Get Institutions for : 
Kfa Mount Lucas Index Strategy Etf (KMLM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    0
Total shares held : 
 2,900,813  
% of shares held : 
 32.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -3,091  
% 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 :
12
 375,131
 12.93%
 
Increased Positions :
22
 642,505
 22.15%
 
Unchanged Positions :
7
 67,563
 2.33%
 
Decreased Positions :
18
-639,898
-22.06%
 
Closed Positions :
12
-380,829
-13.13%
 
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
   Cumberland Partners Ltd 148 - 2023-12-31 18,931 $617,000 0
   Steel Peak Wealth Management LLC 272 - 2024-03-31 18,525 $554,000 0
   H D Vest Advisory Services 1443 - 2023-12-31 7,296 $210,000 0
   Larson Financial Group LLC 772 - 2024-03-31 1,132 $34,000 0
   PROEQUITIES INC. 7741 - 2024-03-31 0 $0 0
  5 Records found
  1    
  Page 1 of 1
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