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Get Institutions for : 
Global X Longevity Thematic (LNGR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    1
Total shares held : 
 898,127  
% of shares held : 
 13.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 49,021  
% of shares held change : 
   0.75%  
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 :
3
 3,690
 0.41%
 
Increased Positions :
8
 135,415
 15.08%
 
Unchanged Positions :
7
 40,124
 4.47%
 
Decreased Positions :
6
-89,843
-10%
 
Closed Positions :
4
-241
-0.03%
 
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
   DAIWA SECURITIES GROUP INC. 99 - 2023-12-31 700,000 $19,908,000 100,000
   PRINCIPAL SECURITIES INC. 377 - 2023-12-31 38,949 $1,108,000 0
   MACKENZIE FINANCIAL CORP 873 - 2023-12-31 34,100 $970,000 -5,500
   CITADEL ADVISORS LLC 3242 - 2023-12-31 25,100 $714,000 25,100
   Advisor Group Holdings Inc. 2952 - 2023-12-31 21,910 $623,000 2,779
   LPL FINANCIAL CORP 3438 - 2023-12-31 21,750 $619,000 -50,530
   RAYMOND JAMES & ASSOCIATES 2941 *New 2024-03-31 19,321 $582,000 19,321
   JANE STREET GROUP LLC 3982 - 2023-12-31 16,774 $477,000 -11,929
   EPG Wealth Management LLC 192 - 2023-12-31 12,249 $348,000 45
   Oder Investment Management LLC 80 - 2023-12-31 9,421 $268,000 201
   Pallas Capital Advisors LLC 400 *New 2024-03-31 7,357 $222,000 7,357
   Stratos Wealth Partners LTD. 1231 - 2024-03-31 7,233 $218,000 3
   BANK OF MONTREAL /CAN/ 2937 *New 2023-12-31 2,301 $66,000 2,301
   MORGAN STANLEY 5889 - 2023-12-31 2,094 $60,000 1
   BANK OF AMERICA CORP /DE/ 5449 - 2023-12-31 2,054 $58,000 59
   FMR LLC 3597 - 2023-12-31 1,072 $30,000 -84
   HBW Advisory Services LLC 298 - 2024-03-31 999 $28,000 0
   Geneos Wealth Management Inc. - 2023-12-31 500 $14,000 0
   Lindbrook Capital LLC 1461 - 2024-03-31 390 $12,000 0
   McClarren Financial Advisors Inc. 266 - 2023-12-31 366 $10,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 292 $8,000 -83
   ROYAL BANK OF CANADA 5877 - 2023-12-31 220 $6,000 0
   Coastal Investment Advisors Inc. 762 - 2024-03-31 102 $3,000 102
   Capital Investment Advisory Services LLC 889 - 2024-03-31 88 $3,000 0
   CWM LLC 3944 - 2024-03-31 75 $2,000 75
   VALLEY NATIONAL ADVISERS INC 1105 - 2024-03-31 66 $1,000 -201
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -45
   UBS Group AG 7333 *Closed 2023-12-31 0 $0 -45
   PROEQUITIES INC. 4127 - 2023-12-31 0 $0 0
   WELLS FARGO & CO/MN 6956 - 2023-12-31 1 $0 0
  30 Records found
  1    
  Page 1 of 1
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