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My Recent Searches
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Oppenheimer Large Cap Rev ETF (RWL) |
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$51.28 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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171 3 |
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Total
shares held :
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18,618,566 |
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% of shares
held :
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87.48% |
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Changes In:
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New/increased
positions vs
old/decreased
positions :
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39 |
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Amount
of shares held :
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2,189,978 |
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% of shares
held change :
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10.29% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Resonant Capital Advisors LLC |
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- |
2024-03-31 |
74,227 |
$6,957,000 |
0 |
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FIERA SCEPTRE INC. |
340 |
- |
2024-03-31 |
10,158 |
$952,000 |
0 |
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CORA CAPITAL ADVISORS LLC |
41 |
- |
2024-03-31 |
9,389 |
$880,000 |
0 |
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BALDWIN BROTHERS INC/MA |
125 |
- |
2024-03-31 |
7,012 |
$657,000 |
0 |
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COZAD ASSET MANAGEMENT INC |
226 |
- |
2023-12-31 |
7,300 |
$623,000 |
0 |
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Accurate Wealth Management LLC |
150 |
- |
2024-03-31 |
5,245 |
$472,000 |
0 |
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BESSEMER GROUP INC |
840 |
- |
2023-12-31 |
5,520 |
$471,000 |
0 |
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ARMSTRONG ADVISORY GROUP INC |
112 |
- |
2024-03-31 |
4,959 |
$423,000 |
0 |
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RAYMOND JAMES TRUST CO |
836 |
- |
2024-03-31 |
4,125 |
$387,000 |
0 |
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SAVANT CAPITAL MANAGEMENT INC |
648 |
- |
2023-12-31 |
4,164 |
$355,000 |
0 |
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PBWM Holdings LLC |
92 |
- |
2023-03-31 |
4,284 |
$326,000 |
0 |
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PACIFIC SUN FINANCIAL CORP |
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- |
2024-03-31 |
3,219 |
$302,000 |
0 |
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Edge Capital Group LLC |
259 |
- |
2023-12-31 |
3,236 |
$276,000 |
0 |
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LANDAAS & CO /WI /ADV |
58 |
- |
2023-12-31 |
3,088 |
$264,000 |
0 |
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PARSONS CAPITAL MANAGEMENT INC/RI |
392 |
- |
2024-03-31 |
2,760 |
$259,000 |
0 |
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ADVISORY SERVICES NETWORK, LLC |
1164 |
- |
2023-12-31 |
2,883 |
$246,000 |
0 |
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Balboa Wealth Partners |
203 |
- |
2023-12-31 |
2,562 |
$219,000 |
0 |
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BROWN BROTHERS HARRIMAN & CO |
500 |
- |
2023-12-31 |
2,176 |
$186,000 |
0 |
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O SHAUGHNESSY ASSET MANAGEMENT LLC |
1438 |
- |
2023-12-31 |
1,910 |
$163,000 |
0 |
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NBC SECURITIES INC. |
903 |
- |
2024-03-31 |
1,154 |
$118,000 |
0 |
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Lindbrook Capital LLC |
490 |
- |
2024-03-31 |
1,250 |
$117,000 |
0 |
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Pinnacle Bank |
358 |
- |
2024-03-31 |
678 |
$64,000 |
0 |
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PNC FINANCIAL SERVICES GROUP INC |
2913 |
- |
2023-12-31 |
645 |
$55,000 |
0 |
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HM PAYSON & CO |
579 |
- |
2023-12-31 |
640 |
$55,000 |
0 |
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Tanglewood Legacy Advisors LLC |
166 |
- |
2024-03-31 |
511 |
$48,000 |
0 |
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Lowe fs LLC |
117 |
- |
2024-03-31 |
500 |
$47,000 |
0 |
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Operose Advisors LLC |
243 |
- |
2023-12-31 |
475 |
$41,000 |
0 |
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Cherry Tree Wealth Management LLC |
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- |
2024-03-31 |
340 |
$32,000 |
0 |
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TRANSAMERICA FINANCIAL ADVISORS, INC. |
307 |
- |
2023-12-31 |
343 |
$30,000 |
0 |
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PROVENCE WEALTH MANAGEMENT GROUP |
262 |
- |
2023-12-31 |
265 |
$23,000 |
0 |
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Archer Investment Corp |
488 |
- |
2023-12-31 |
255 |
$22,000 |
0 |
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Bogart Wealth LLC |
521 |
- |
2024-03-31 |
200 |
$19,000 |
0 |
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FRANKLIN RESOURCES INC |
2517 |
- |
2023-12-31 |
162 |
$14,000 |
0 |
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WOLFF WIESE MAGANA LLC |
274 |
- |
2024-03-31 |
130 |
$12,000 |
0 |
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GPS Wealth Strategies Group LLC |
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- |
2024-03-31 |
100 |
$9,000 |
0 |
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Laurel Wealth Advisors LLC |
404 |
- |
2023-12-31 |
100 |
$9,000 |
0 |
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Nelson Van Denburg & Campbell Wealth Management Gr |
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- |
2024-03-31 |
69 |
$6,000 |
0 |
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TOWER RESEARCH CAPITAL LLC |
5252 |
- |
2023-12-31 |
18 |
$2,000 |
0 |
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PROEQUITIES INC. |
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- |
2024-03-31 |
0 |
$0 |
0 |
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Stonebridge Capital Advisors LLC |
402 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
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Founders Capital Management |
388 |
- |
2024-03-31 |
5 |
$0 |
0 |
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41 Records found
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1
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