Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Leadershares Alphafactor Tactical Focused Etf (LSAT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    3
Total shares held : 
 3,709,901  
% of shares held : 
 41.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -1,512,001  
% of shares held change : 
   -16.8%  
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
 160,602
 4.33%
 
Increased Positions :
6
 205,419
 5.54%
 
Unchanged Positions :
2
 353
 0.01%
 
Decreased Positions :
15
-928,779
-25.04%
 
Closed Positions :
6
-949,243
-25.59%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Redwood Investment Management LLC 3 - 2023-12-31 1,647,204 $56,780,000 -813,107
   LPL FINANCIAL CORP 648 - 2023-12-31 963,111 $33,198,000 154,709
   Spire Wealth Management 140 - 2024-03-31 147,661 $5,729,000 -2,503
   Perennial Investment Advisors LLC 23 - 2023-12-31 162,926 $5,616,000 -12,285
   Private Advisor Group LLC - 2024-03-31 126,710 $4,917,000 713
   MARINER WEALTH ADVISORS, LLC 690 - 2023-12-31 139,152 $4,797,000 -30,100
   Envestnet Portfolio Solutions Inc. 490 - 2023-12-31 83,929 $2,893,000 -13,432
   Atria Wealth Solutions Inc. 481 - 2023-12-31 82,358 $2,839,000 -12,859
   IHT Wealth Management LLC 193 - 2023-12-31 69,228 $2,386,000 30,456
   Gladstone Institutional Advisory LLC 210 - 2023-12-31 51,619 $1,779,000 -2,651
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1410 - 2024-03-31 40,449 $1,570,000 -2,508
   COMMONWEALTH EQUITY SERVICES LLC. 2244 - 2024-03-31 24,796 $962,000 651
   Good Life Advisors LLC - 2024-03-31 23,281 $903,000 -429
   Coppell Advisory Solutions Corp. 100 - 2023-03-31 25,084 $783,000 -413
   Coppell Advisory Solutions LLC 131 - 2023-12-31 21,452 $739,000 -4,045
   Cetera Investment Advisers 1274 - 2023-12-31 21,451 $739,000 -25,569
   CITADEL ADVISORS LLC 3209 - 2023-12-31 21,327 $735,000 13,439
   ENVESTNET ASSET MANAGEMENT INC 3173 - 2023-12-31 18,693 $644,000 -7,749
   Aurora Private Wealth Inc. 66 - 2024-03-31 12,463 $480,000 -7
   Advisor Group Holdings Inc. 3251 - 2023-12-31 12,750 $439,000 -3,767
   INTL FCSTONE INC. 225 - 2024-03-31 10,506 $408,000 -2,563
   HARBOUR INVESTMENTS INC. 634 - 2023-12-31 10,825 $373,000 -241
   AE Wealth Management LLC 1640 *New 2023-12-31 9,603 $336,000 9,603
   PRIVATE TRUST CO NA 1273 - 2024-03-31 836 $32,000 1
   UBS Group AG 5768 - 2023-12-31 573 $20,000 -1,223
   IFP Advisors Inc 2088 - 2023-12-31 353 $12,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5777 *Closed 2023-12-31 0 $0 -14,123
   BANK OF AMERICA CORP /DE/ 6671 *Closed 2023-12-31 0 $0 -183
   H D Vest Advisory Services 1593 *Closed 2023-12-31 0 $0 -169,341
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Ford Financial Group Inc. 46 *Closed 2023-03-31 0 $0 -180,195
  31 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us