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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%
 
            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
   Snowden Capital Advisors LLC 504 - 2024-03-31 28,482 $959,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 70 - 2024-03-31 23,000 $774,000 0
   GIBSON CAPITAL MANAGEMENT, LTD. 31 - 2024-03-31 15,625 $526,000 0
   PNC FINANCIAL SERVICES GROUP INC 1661 - 2024-03-31 12,100 $407,000 0
   1776 WEALTH LLC 98 - 2024-03-31 10,858 $365,000 0
   Atlantic Trust Group LLC 921 - 2024-03-31 10,413 $350,000 0
   CLIENT 1ST ADVISORY GROUP LLC 80 - 2024-03-31 9,622 $324,000 0
   N.E.W. Advisory Services LLC 136 - 2024-03-31 9,008 $303,000 0
   Beacon Pointe Advisors LLC 1127 - 2024-03-31 7,858 $265,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 58 - 2024-03-31 7,027 $237,000 0
   Steward Partners Investment Advisory LLC 1509 - 2024-03-31 5,007 $169,000 0
   COLONIAL ASSET MANAGEMENT, INC. 208 - 2024-03-31 4,199 $141,000 0
   BESSEMER GROUP INC 1100 - 2024-03-31 4,118 $139,000 0
   SIGNATUREFD, LLC 1024 - 2024-03-31 4,002 $135,000 0
   Coastal Capital Group Inc. 198 - 2023-06-30 2,126 $60,000 0
   Cassady Schiller Wealth Management LLC 213 - 2024-03-31 1,384 $47,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1018 - 2024-03-31 550 $19,000 0
   Hartland & Co. LLC 981 - 2024-03-31 459 $15,000 0
   ARMSTRONG ADVISORY GROUP INC 641 - 2024-03-31 156 $5,000 0
   SRS Capital Advisors Inc. 1044 - 2024-03-31 63 $2,000 0
   PROEQUITIES INC. 4017 - 2024-03-31 0 $0 0
   Farther Finance Advisors LLC 3693 - 2024-03-31 9 $0 0

  22 Records found
  1    
  Page 1 of 1
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