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Get Institutions for : 
Motley Fool Global Opportunities Etf (TMFG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    0
Total shares held : 
1,209,028  
% of shares held : 
6.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
72,238  
% of shares held change : 
  0.37%  
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
 44,155
 3.65%
 
Increased Positions :
14
 148,240
 12.26%
 
Unchanged Positions :
18
 381,025
 31.51%
 
Decreased Positions :
7
-7,511
-0.62%
 
Closed Positions :
5
-112,646
-9.32%
 
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
   CAPROCK Group Inc. 90 - 2024-03-31 91,222 $2,765,000 0
   Financial Gravity Wealth Inc. 211 - 2023-12-31 162,374 $1,141,000 0
   Wedmont Private Capital 167 - 2024-03-31 36,508 $1,098,000 0
   9258 Wealth Management LLC 139 - 2024-03-31 28,066 $851,000 0
   CAPTRUST FINANCIAL ADVISORS 1800 - 2023-12-31 16,180 $450,000 0
   Arkadios Wealth Advisors 450 - 2024-03-31 13,147 $398,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 447 - 2024-03-31 9,527 $289,000 0
   BROWN BROTHERS HARRIMAN & CO 478 - 2024-03-31 8,617 $261,000 0
   FMR LLC 2905 - 2023-12-31 5,245 $146,000 0
   Your Advocates Ltd. LLP 32 - 2024-03-31 4,528 $137,000 0
   Blume Capital Management Inc. 130 - 2024-03-31 4,000 $121,000 0
   Key Financial Inc 290 - 2024-03-31 3,975 $111,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 648 - 2024-03-31 2,251 $68,000 0
   Scarborough Advisors LLC 114 - 2024-03-31 1,320 $40,000 0
   SJS Investment Consulting Inc. 260 - 2024-03-31 824 $25,000 0
   HARBOUR INVESTMENTS INC. 1899 - 2023-12-31 641 $18,000 0
   Parallel Advisors LLC 2127 - 2024-03-31 492 $15,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2615 - 2023-12-31 335 $9,000 0
   PROEQUITIES INC. 2789 - 2024-03-31 0 $0 0
   DHJJ Financial Advisors Ltd. 723 - 2024-03-31 10 $0 0

  20 Records found
  1    
  Page 1 of 1
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