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Get Institutions for : 
Cambria Shareholder Yield (SYLD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 146    11
Total shares held : 
 9,525,325  
% of shares held : 
 18.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   55  
Amount of shares held : 
 907,818  
% of shares held change : 
   1.78%  
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
 70,121
 0.74%
 
Increased Positions :
73
 1,238,436
 13%
 
Unchanged Positions :
23
 295,684
 3.1%
 
Decreased Positions :
29
-215,865
-2.27%
 
Closed Positions :
10
-184,874
-1.94%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  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
   Almanack Investment Partners LLC. 39 *New 2024-03-31 40,120 $2,940,000 40,120
   Aveo Capital Partners LLC 83 *New 2024-03-31 40,422 $2,813,000 40,422
   GOLDMAN SACHS GROUP INC/ 3499 *New 2023-12-31 15,231 $1,029,000 15,231
   Dynamic Advisors Solutions LLC 457 *New 2024-03-31 12,876 $943,000 12,876
   BANK OF AMERICA CORP /DE/ 4278 *New 2023-12-31 10,062 $680,000 10,062
   Verum Partners LLC 78 *New 2024-03-31 7,527 $552,000 7,527
   DAVIDSON D A & CO 1006 *New 2023-12-31 6,230 $421,000 6,230
   DIVERSIFIED TRUST CO 592 *New 2024-03-31 5,000 $366,000 5,000
   Merit Financial Group LLC 688 *New 2024-03-31 4,590 $319,000 4,590
   Total Clarity Wealth Management Inc. 207 *New 2024-03-31 3,830 $281,000 3,830
   SUMMIT WEALTH & RETIREMENT PLANNING INC. 62 *New 2024-03-31 2,986 $219,000 2,986
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 658 *New 2024-03-31 2,866 $210,000 2,866
   AYRSHIRE ASSOCIATES INC 328 *New 2023-12-31 700 $47,000 700
   Missouri Trust & Investment Co 332 *New 2023-12-31 77 $5,000 77
   SIMPLEX TRADING LLC 2090 *New 2024-03-31 46 $3,000 46
   Sound Income Strategies LLC 1342 *New 2024-03-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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