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Get Institutions for : 
Alps Active Reit Etf (REIT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 9    2
Total shares held : 
 30,224  
% of shares held : 
 0.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 -3,846  
% of shares held change : 
   -0.04%  
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 :
3
 2
 0.01%
 
Increased Positions :
2
 2,622
 8.68%
 
Unchanged Positions :
3
 4,476
 14.81%
 
Decreased Positions :
1
-6,440
-21.31%
 
Closed Positions :
1
-30
-0.1%
 
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
   Ellsworth Advisors LLC 50 *New 2024-03-31 106,147 $2,603,000 106,147
   KESTRA PRIVATE WEALTH SERVICES LLC 691 *New 2024-03-31 25,388 $655,000 25,388
   GTS SECURITIES LLC 1108 - 2023-12-31 11,380 $299,000 1,879
   Virtue Capital Management LLC 266 - 2023-12-31 11,458 $297,000 -6,440
   Fermata Advisors LLC 183 *New 2024-03-31 9,141 $236,000 9,141
   Parallel Advisors LLC 1153 - 2023-12-31 3,372 $89,000 0
   NATIONAL BANK OF CANADA /FI/ 1472 - 2023-12-31 2,908 $77,000 743
   PRINCIPAL SECURITIES INC. 1831 - 2024-03-31 1,071 $28,000 0
   PROEQUITIES INC. 3870 - 2024-03-31 0 $0 0
   CREATIVE PLANNING 2832 *Closed 2023-12-31 0 $0 -30
   FMR LLC 4952 *New 2023-12-31 1 $0 1
   MORGAN STANLEY 7533 *New 2023-12-31 1 $0 1
   Tradewinds Capital Management LLC 559 *Closed 2024-03-31 0 $0 -33
  13 Records found
  1    
  Page 1 of 1
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