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Get Institutions for : 
Strive 500 Etf (STRV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    19
Total shares held : 
3,632,030  
% of shares held : 
40.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  31  
Amount of shares held : 
292,448  
% of shares held change : 
  3.25%  
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 :
21
 256,208
 7.05%
 
Increased Positions :
24
 254,406
 7%
 
Unchanged Positions :
15
 893,826
 24.61%
 
Decreased Positions :
12
-205,973
-5.67%
 
Closed Positions :
2
-12,193
-0.34%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Weaver Capital Management LLC 4 *New 2024-03-31 293,876 $9,892,000 293,876
   United Advisor Group LLC 17 *New 2024-03-31 110,990 $3,736,000 110,990
   CAPTRUST FINANCIAL ADVISORS 1356 *New 2024-03-31 18,943 $638,000 18,943
   PIN OAK INVESTMENT ADVISORS INC 61 *New 2024-03-31 8,450 $284,000 8,450
   Capstone Financial Advisors Inc. 129 *New 2024-03-31 6,550 $220,000 6,550
   Goepper Burkhardt LLC 79 *New 2024-03-31 6,124 $205,000 6,124
   Coastal Investment Advisors Inc. 439 *New 2024-03-31 4,380 $147,000 4,380
   FinTrust Capital Advisors LLC 442 *New 2024-03-31 2,016 $68,000 2,016
   BARTLETT & CO. WEALTH MANAGEMENT LLC 731 *New 2024-03-31 955 $32,000 955
   Global Retirement Partners LLC 2169 *New 2024-03-31 247 $8,000 247

  10 Records found
  1    
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