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Get Institutions for : 
Strive 1000 Dividend Growth Etf (STXD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 19    2
Total shares held : 
472,196  
% of shares held : 
5.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
4,967  
% of shares held change : 
  0.06%  
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 :
5
 15,102
 3.2%
 
Increased Positions :
4
 24,282
 5.14%
 
Unchanged Positions :
9
 276,141
 58.48%
 
Decreased Positions :
1
-234
-0.05%
 
Closed Positions :
3
-34,183
-7.24%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   OxenFree Capital LLC 4 - 2024-03-31 231,608 $7,178,000 12,460
   Pensionmark Financial Group LLC 55 - 2023-12-31 109,650 $3,168,000 18,400
   INTL FCSTONE INC. 150 - 2024-03-31 36,426 $1,129,000 -3,315
   Holistic Planning LLC 44 - 2024-03-31 28,977 $898,000 -2,230
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2104 - 2024-03-31 19,558 $606,000 -2,029
   CWM LLC 1256 - 2024-03-31 11,326 $351,000 0
   Venture Visionary Partners LLC 440 - 2023-12-31 8,870 $256,000 0
   CAPTRUST FINANCIAL ADVISORS 2337 *New 2023-12-31 7,446 $215,000 7,446
   Kestra Advisory Services LLC 2062 *New 2023-12-31 7,298 $211,000 7,298
   HARBOUR INVESTMENTS INC. 942 - 2023-12-31 5,610 $162,000 2,398
   Parallel Advisors LLC 1066 - 2024-03-31 4,000 $124,000 0
   Advisor Group Holdings Inc. 4074 - 2024-03-31 3,870 $120,000 -495
   JNBA FINANCIAL ADVISORS 363 - 2024-03-31 797 $25,000 261
   COLONIAL ASSET MANAGEMENT, INC. 414 - 2023-12-31 690 $20,000 0
   HANSON MCCLAIN, INC. 2039 - 2024-03-31 364 $11,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 271 *New 2023-12-31 108 $3,000 108
   IFP Advisors Inc 2853 *Closed 2023-12-31 0 $0 -4,476
   PROEQUITIES INC. 4004 - 2024-03-31 0 $0 0
   US BANCORP 3832 *Closed 2024-03-31 0 $0 -100
   ADVISORY SERVICES NETWORK, LLC 2858 *Closed 2024-03-31 0 $0 -150
   BANK OF AMERICA CORP /DE/ 6596 *Closed 2023-12-31 0 $0 -45
   CITADEL ADVISORS LLC 6384 *Closed 2023-12-31 0 $0 -29,662

  22 Records found
  1    
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