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Get Institutions for : 
Clockwise Core Equity & Innovation Etf (TIME)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 5    2
Total shares held : 
481,852  
% of shares held : 
5.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  4  
Amount of shares held : 
305,187  
% of shares held change : 
  3.39%  
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 :
3
 42,061
 8.73%
 
Increased Positions :
2
 313,410
 65.04%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
1
-50,284
-10.44%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Strategic Wealth Partners Ltd. - 2023-03-31 2,085,425 $40,648,000 386,484
   Fiduciary Planning LLC - 2023-12-31 427,982 $8,988,000 313,301
   ROYAL BANK OF CANADA 3462 *New 2023-12-31 29,802 $626,000 29,802
   CITADEL ADVISORS LLC 4210 *New 2023-12-31 12,255 $257,000 12,255
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4632 - 2023-12-31 11,809 $248,000 109
   Aptus Capital Advisors LLC 922 *Closed 2023-12-31 0 $0 -50,284
   MORGAN STANLEY 7395 *New 2023-12-31 4 $0 4

  7 Records found
  1    
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