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Get Institutions for : 
Atac Us Rotation Etf (RORO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    2
Total shares held : 
327,257  
% of shares held : 
3.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
50,885  
% of shares held change : 
  0.51%  
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
 78,352
 23.94%
 
Increased Positions :
1
 47,603
 14.55%
 
Unchanged Positions :
2
 500
 0.15%
 
Decreased Positions :
4
-47,948
-14.65%
 
Closed Positions :
1
-27,122
-8.29%
 
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
   WCG Wealth Advisors LLC 186 *New 2023-12-31 65,708 $1,162,000 65,708
   ENVESTNET ASSET MANAGEMENT INC 2828 - 2023-12-31 64,561 $1,142,000 -21,657
   V Wealth ManagementLLC 25 - 2023-09-30 72,116 $1,102,000 -11,795
   Stegent Equity Advisors Inc. 36 - 2024-03-31 55,490 $1,017,000 -19,245
   LPL FINANCIAL CORP 3528 - 2024-03-31 33,917 $622,000 -8,693
   CITADEL ADVISORS LLC 4322 *New 2023-12-31 12,642 $224,000 12,642
   Advisor Group Holdings Inc. 4480 - 2024-03-31 3,598 $66,000 -62,871
   IFP Advisors Inc 2198 - 2023-12-31 500 $9,000 0
   UBS Group AG 6970 - 2023-12-31 30 $1,000 -577
   PROEQUITIES INC. 7418 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7623 *New 2023-12-31 2 $0 2
   GTS SECURITIES LLC 1751 *Closed 2023-12-31 0 $0 -27,122

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