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Get Institutions for : 
Newfound/resolve Robust Momentum Etf (ROMO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 9    0
Total shares held : 
920,964  
% of shares held : 
10.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
-99,463  
% of shares held change : 
  -1.11%  
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 :
1
 8,474
 0.92%
 
Increased Positions :
1
 9,274
 1.01%
 
Unchanged Positions :
3
 45,895
 4.98%
 
Decreased Positions :
4
-108,825
-11.82%
 
Closed Positions :
1
-8,386
-0.91%
 
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
   WJ Interests LLC 5 - 2024-03-31 449,052 $12,982,000 -165,320
   CWM LLC 417 - 2024-03-31 173,849 $5,026,000 16,938
   Financial Enhancement Group LLC 66 - 2024-03-31 66,439 $1,876,000 -11,332
   Innova Wealth Partners 23 - 2023-12-31 44,695 $1,180,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2550 - 2024-03-31 12,400 $358,000 -5,130
   CITADEL ADVISORS LLC 4319 *New 2023-12-31 8,474 $224,000 8,474
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 4,019 $116,000 4,019
   Geneos Wealth Management Inc. - 2024-03-31 1,200 $35,000 0
   Pensionmark Financial Group LLC 382 *Closed 2023-12-31 0 $0 -8,386
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   UBS Group AG 8451 - 2023-12-31 11 $0 -1,383

  11 Records found
  1    
  Page 1 of 1
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