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Get Institutions for : 
Fairlead Tactical Sector Etf (TACK)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    4
Total shares held : 
5,882,512  
% of shares held : 
65.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
-867,944  
% of shares held change : 
  -9.64%  
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 :
7
 32,365
 0.55%
 
Increased Positions :
8
 66,150
 1.12%
 
Unchanged Positions :
6
 54,125
 0.92%
 
Decreased Positions :
10
-857,043
-14.57%
 
Closed Positions :
3
-109,416
-1.86%
 
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
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 1 - 2024-03-31 2,328,574 $61,567,000 40,621
   UBS Group AG 899 - 2024-03-31 1,380,115 $36,490,000 3,028
   STIFEL FINANCIAL CORP 555 - 2024-03-31 754,772 $19,956,000 1,278
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 70 - 2024-03-31 352,054 $9,308,000 31,869
   COMMONWEALTH EQUITY SERVICES LLC. 908 - 2024-03-31 293,302 $7,755,000 14,455
   Insight Wealth Partners LLC 28 - 2024-03-31 47,974 $1,268,000 5,903
   FMA Wealth Management LLC 24 - 2024-03-31 41,455 $1,096,000 1,677
   Wealthcare Advisory Partners LLC 410 - 2024-03-31 31,886 $843,000 175
   KESTRA PRIVATE WEALTH SERVICES LLC 960 - 2024-03-31 12,790 $338,000 1,558
   Atria Wealth Solutions Inc. 1527 - 2024-03-31 11,631 $308,000 1,270
   MORGAN STANLEY 6431 - 2024-03-31 415 $11,000 370

  11 Records found
  1    
  Page 1 of 1
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