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Get Institutions for : 
Ppty - Us Diversified Real Estate Etf (PPTY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    2
Total shares held : 
 3,678,529  
% of shares held : 
 40.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -17,856  
% of shares held change : 
   -0.2%  
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
 16,887
 0.46%
 
Increased Positions :
5
 13,922
 0.38%
 
Unchanged Positions :
2
 20,823
 0.57%
 
Decreased Positions :
10
-39,198
-1.07%
 
Closed Positions :
5
-9,467
-0.26%
 
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
   Firestone Capital Management 99 - 2024-03-31 11,826 $359,000 0
   Walkner Condon Financial Advisors LLC 200 - 2024-03-31 11,240 $341,000 0
   APPLETON PARTNERS INC/MA 260 - 2024-03-31 7,105 $215,000 0
   CWM LLC 3814 - 2024-03-31 89 $3,000 0
  4 Records found
  1    
  Page 1 of 1
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