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My Recent Searches
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Schwab Ariel Esg Etf (SAEF) |
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$ 0.00 (0.00%) as of 4:30 Tue 11/30
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Download |
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Institutional
Holders
Total
Institutions:
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5  1 |
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Total
shares held :
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230,657 |
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% of shares
held :
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2.56% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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 1 |
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Amount
of shares held :
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53,028 |
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% of shares
held change :
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0.59% |
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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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Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
627 |
- |
2024-03-31 |
230,813 |
$5,676,000 |
18,539 |
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| Sonoma Private Wealth LLC |
53 |
- |
2024-03-31 |
16,700 |
$411,000 |
-13 |
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| FLOW TRADERS U.S. LLC |
516 |
- |
2024-03-31 |
14,172 |
$349,000 |
14,172 |
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| WFA of San Diego LLC |
190 |
- |
2023-09-30 |
1,913 |
$39,000 |
0 |
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| ROYAL BANK OF CANADA |
5530 |
- |
2024-03-31 |
394 |
$10,000 |
0 |
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| UBS Group AG |
8021 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,276 |
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| PROEQUITIES INC. |
9716 |
- |
2024-03-31 |
0 |
$0 |
0 |
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7 Records found
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1
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Page 1 of 1 |
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