SAGP : Institutional Ownership for Strategas Global Policy Opportunities Etf

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Strategas Global Policy Opportunities Etf (SAGP)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

1,079,493

% of shares held :

11.99%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

-41,847

% of shares held change :

-0.46%

Quarter Price vs. Current Price:

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	11,548	1.07%
	Increased Positions :	5	113,390	10.5%
	Unchanged Positions :	4	35,851	3.32%
	Decreased Positions :	1	-145,620	-13.49%
	Closed Positions :	1	-21,165	-1.96%
	Guru Positions :	0		0%

Charting Not Avaliable

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
Baird Financial Group Inc.	378	-	2023-12-31	562,434	$14,618,000	80,418
ENVESTNET ASSET MANAGEMENT INC	1536	-	2023-12-31	331,146	$8,607,000	-145,620
TRIANGLE SECURITIES WEALTH MANAGEMENT	46	-	2024-03-31	80,516	$2,222,000	492
JANE STREET GROUP LLC	3033	-	2023-12-31	44,298	$1,151,000	28,941
Cambridge Advisors Inc.	104	-	2024-03-31	22,042	$608,000	-172
FIDUCIARY TRUST CO	510	-	2023-12-31	13,420	$349,000	0
JAFFETILCHIN INVESTMENT PARTNERS LLC	263	-	2023-12-31	13,100	$340,000	1,634
Archford Capital Strategies LLC	235	-	2024-03-31	8,829	$244,000	58
MORGAN STANLEY	6037	*New	2023-12-31	1,427	$37,000	1,427
BANK OF MONTREAL /CAN/	3067	*New	2023-12-31	1,350	$36,000	1,350
UBS Group AG	5577	-	2023-12-31	1,092	$28,000	908
Parallel Advisors LLC	2142	*New	2024-03-31	500	$14,000	500
GAMMA Investing LLC	2326	-	2024-03-31	217	$6,000	0
PROEQUITIES INC.	7222	-	2024-03-31	0	$0	0
CITADEL ADVISORS LLC	6246	*Closed	2023-12-31	0	$0	-21,165

15 Records found

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