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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    2
Total shares held : 
579,686  
% of shares held : 
6.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -2  
Amount of shares held : 
-51,503  
% of shares held change : 
  -0.57%  
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
 641
 0.11%
 
Increased Positions :
5
 7,221
 1.25%
 
Unchanged Positions :
7
 371,405
 64.07%
 
Decreased Positions :
5
-30,712
-5.3%
 
Closed Positions :
3
-28,653
-4.94%
 
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 2 - 2024-03-31 346,276 $12,982,000 16,336
   Holistic Planning LLC - 2024-03-31 91,643 $3,436,000 60,784
   Feltz Wealth PLAN Inc. 97 - 2023-12-31 76,109 $2,585,000 1,318
   Demars Financial Group LLC 15 *New 2024-03-31 42,968 $1,611,000 42,968
   INTL FCSTONE INC. 134 - 2024-03-31 34,911 $1,309,000 -1,365
   Everhart Financial Group Inc. 69 - 2023-12-31 23,703 $805,000 -214
   Advisor Group Holdings Inc. 2780 - 2023-12-31 22,296 $757,000 4,836
   Safeguard Financial LLC 42 - 2024-03-31 17,653 $662,000 187
   COMMONWEALTH EQUITY SERVICES LLC. 2842 - 2024-03-31 12,398 $465,000 2,752
   FINANCIAL NETWORK 1999 - 2023-12-31 12,590 $428,000 -299
   WHITENER CAPITAL MANAGEMENT INC. 122 - 2024-03-31 8,983 $337,000 650
   VICTORY FINANCIAL GROUP LLC 58 - 2023-12-31 6,518 $221,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 287 *New 2024-03-31 5,829 $219,000 5,829
   ESSEX FINANCIAL SERVICES INC 509 *New 2024-03-31 5,462 $205,000 5,462
   CWM LLC 1723 - 2024-03-31 3,419 $128,000 0
   ROYAL BANK OF CANADA 5377 - 2023-12-31 1,200 $41,000 -23,378
   FinTrust Capital Advisors LLC 618 *New 2024-03-31 899 $34,000 899
   Castleview Partners LLC 418 *New 2023-12-31 641 $22,000 641
   McIlrath & Eck LLC 493 - 2023-12-31 419 $14,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 398 - 2024-03-31 250 $9,000 0
   UBS Group AG 6848 - 2023-12-31 21 $1,000 -3,551
   IFP Advisors Inc 2854 *Closed 2023-12-31 0 $0 -5,475
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6386 *Closed 2023-12-31 0 $0 -22,683

  24 Records found
  1    
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