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Get Institutions for : 
Strategas Macro Thematic Opportunities Etf (SAMT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    1
Total shares held : 
 2,361,936  
% of shares held : 
 26.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 16,670  
% of shares held change : 
   0.19%  
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
 33,900
 1.44%
 
Increased Positions :
8
 36,752
 1.56%
 
Unchanged Positions :
2
 14,480
 0.61%
 
Decreased Positions :
7
-53,982
-2.29%
 
Closed Positions :
0
0
0%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1445 - 2023-12-31 433,957 $10,002,000 6,753
   Beaumont Financial Advisors LLC 35 - 2023-12-31 421,116 $9,706,000 -17,777
   Baird Financial Group Inc. 514 - 2023-12-31 353,028 $8,137,000 12,438
   TRIANGLE SECURITIES WEALTH MANAGEMENT 9 - 2024-03-31 281,885 $7,155,000 2,689
   Aptus Capital Advisors LLC 114 - 2023-12-31 242,459 $5,588,000 -16,578
   Archford Capital Strategies LLC 36 - 2024-03-31 168,482 $4,277,000 5,003
   FORTEM FINANCIAL GROUP LLC - 2024-03-31 102,676 $2,606,000 -6,124
   Armor Investment Advisors LLC 25 - 2024-03-31 98,041 $2,489,000 6,050
   CI Private Wealth LLC 906 - 2023-12-31 106,995 $2,466,000 -6,273
   MCMILLION CAPITAL MANAGEMENT INC 24 - 2023-06-30 63,600 $1,484,000 -2,000
   GREENWICH WEALTH MANAGEMENT LLC 119 - 2023-12-31 37,057 $854,000 1,023
   HOLDERNESS INVESTMENTS CO 107 *New 2023-12-31 33,900 $781,000 33,900
   Cambridge Advisors Inc. 87 - 2024-03-31 29,853 $758,000 -1,349
   CAPTRUST FINANCIAL ADVISORS 1511 - 2023-12-31 29,552 $681,000 -3,525
   FIDUCIARY TRUST CO 519 - 2023-12-31 14,480 $334,000 0
   JAFFETILCHIN INVESTMENT PARTNERS LLC 284 - 2023-12-31 12,363 $285,000 575
   Mutual Advisors LLC *New 2024-03-31 9,670 $245,000 9,670
   UBS Group AG 5243 - 2023-12-31 2,261 $52,000 1,324
   Parallel Advisors LLC 2736 - 2023-12-31 100 $2,000 -1,884
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  20 Records found
  1    
  Page 1 of 1
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