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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
   RAYMOND JAMES & ASSOCIATES 941 - 2024-03-31 431,707 $14,531,000 -35,002
   THRIVENT FINANCIAL FOR LUTHERANS 1017 - 2024-03-31 98,043 $3,300,000 -1,173
   CREATIVE PLANNING 866 - 2024-03-31 76,647 $2,580,000 -12,238
   Holistic Planning LLC 17 - 2024-03-31 60,209 $2,027,000 -17,452
   STIFEL FINANCIAL CORP 1711 - 2024-03-31 59,457 $2,001,000 -1,627
   CWM LLC 863 - 2024-03-31 28,506 $960,000 -715
   Everhart Financial Group Inc. 113 - 2024-03-31 19,665 $662,000 -52
   GTS SECURITIES LLC 732 - 2024-03-31 17,212 $579,000 -4,750
   Future Financial Wealth Managment LLC 58 - 2024-03-31 14,778 $497,000 -1,665
   Parallel Advisors LLC 726 - 2024-03-31 8,300 $279,000 -2,550
   MCF Advisors LLC 271 - 2024-03-31 3,848 $130,000 -94
   McIlrath & Eck LLC 257 - 2024-03-31 1,625 $55,000 -1
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2031 - 2024-03-31 1,576 $53,000 -524
   IFP Advisors Inc 2329 - 2023-12-31 200 $6,000 -90,972
  14 Records found
  1    
  Page 1 of 1
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