Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Inspire Tactical Balanced Esg Etf (RISN)  
$26.25 0.01 (0.05%) as of 4:30 Fri 5/17


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 11    1
Total shares held : 
3,311,893  
% of shares held : 
3.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-22,857  
% of shares held change : 
  -0.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$22.60  
Last Quarter's Ending Price : 
$25.03  
Last Quarter's Average Price
$23.34  
Change from last quarter's     
avg. price to the last closing  : 
2.91 (12.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 12,420
 0.38%
 
Increased Positions :
5
 33,933
 1.02%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
3
-2,724
-0.08%
 
Closed Positions :
3
-66,486
-2.01%
 
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
   Inspire Advisors LLC 1 - 2024-03-31 3,080,772 $82,534,000 -156,881
   CWM Advisors LLC 326 - 2024-03-31 16,530 $443,000 -9,102
   Sawtooth Asset Management Inc. 814 - 2023-12-31 12,953 $323,000 -25
   Advisor Group Holdings Inc. 3885 - 2024-03-31 5,655 $151,000 -875
   CREATIVE FINANCIAL DESIGNS INC /ADV 672 - 2024-03-31 2,341 $63,000 -5
   Creekmur Asset Management LLC 250 - 2024-03-31 1,919 $51,000 -821

  6 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results