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Get Institutions for : 
Blackrock World Exus Crbn Transition Readiness Etf (LCTD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    17
Total shares held : 
10,278,723  
% of shares held : 
81.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  63  
Amount of shares held : 
-1,266,170  
% of shares held change : 
  -10.04%  
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 :
18
 236,027
 2.3%
 
Increased Positions :
52
 733,344
 7.13%
 
Unchanged Positions :
4
 3,535,076
 34.39%
 
Decreased Positions :
6
-2,235,526
-21.75%
 
Closed Positions :
1
-15
-0%
 
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
   J P MORGAN CHASE & CO 2409 - 2024-03-31 120,148 $5,488,000 8,156
   LPL FINANCIAL CORP 1820 - 2024-03-31 103,279 $4,717,000 15,205
   CWM LLC 508 - 2024-03-31 71,508 $3,266,000 36
   HPM Partners LLC 1071 - 2024-03-31 35,009 $1,599,000 272
   JANNEY MONTGOMERY SCOTT LLC 1559 - 2024-03-31 20,049 $916,000 3,761
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 740 - 2024-03-31 19,828 $906,000 419
   Horst & Graben Wealth Management LLC 61 - 2024-03-31 19,560 $893,000 783
   ROYAL BANK OF CANADA 3110 - 2024-03-31 18,261 $834,000 2,266
   Sharkey Howes & Javer 73 - 2024-03-31 17,380 $794,000 1,188
   WEALTHSOURCE PARTNERS LLC 283 - 2023-12-31 13,544 $592,000 4,266
   Integrated Wealth Concepts LLC 971 - 2024-03-31 12,751 $582,000 1,096
   MULTIFINANCIAL SECURITIES CORP 1508 - 2024-03-31 12,572 $574,000 6,082
   THRIVENT FINANCIAL FOR LUTHERANS 2133 - 2024-03-31 11,924 $545,000 1,479
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2277 - 2024-03-31 10,723 $490,000 758
   We Are One Seven LLC 599 - 2024-03-31 9,029 $412,000 555
   TCWP LLC 32 - 2024-03-31 9,029 $412,000 555
   DFPG INVESTMENTS INC. 495 - 2023-12-31 7,747 $333,000 790
   Austin Private Wealth LLC 158 - 2024-03-31 7,345 $333,000 309
   COMMONWEALTH EQUITY SERVICES LLC. 3171 - 2024-03-31 7,047 $322,000 76
   H D Vest Advisory Services 1344 - 2024-03-31 5,989 $274,000 660
   Snowden Capital Advisors LLC 1002 - 2024-03-31 5,705 $261,000 435
   PROEQUITIES INC. 792 - 2024-03-31 3,201 $146,000 458
   Venturi Wealth Management LLC 390 - 2024-03-31 2,880 $132,000 116
   UBS Group AG 5157 - 2024-03-31 1,599 $73,000 430
   Capital Analysts Inc. 635 - 2024-03-31 1,292 $59,000 191
   HARBOUR INVESTMENTS INC. 1395 - 2023-12-31 1,293 $57,000 704
   Sugarloaf Wealth Management LLC 288 - 2024-03-31 1,145 $52,000 59
   Lindbrook Capital LLC 807 - 2024-03-31 1,000 $46,000 200
   Aspire Private Capital LLC 493 - 2024-03-31 118 $5,000 2

  29 Records found
  1    
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