Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Vert Global Sustainable Real Estate Etf (VGSR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    48
Total shares held : 
 25,875,654  
% of shares held : 
 28.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   48  
Amount of shares held : 
 25,369,461  
% of shares held change : 
   28.19%  
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 :
48
 25,369,461
 98.04%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
3
 506,193
 1.96%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Vista Wealth Management Group LLC 23 - 2024-03-31 1,183,779 $11,607,000 -151,670
   MISSION WEALTH MANAGEMENT LLC 69 - 2024-03-31 826,464 $8,103,000 -3,322
   HIGHTOWER ADVISORS, LLC 904 - 2024-03-31 567,083 $5,565,000 -75,439
   Perigon Wealth Management LLC 232 - 2024-03-31 236,151 $2,315,000 -10,619
   SAVANT CAPITAL MANAGEMENT INC 457 - 2024-03-31 140,735 $1,380,000 -72,844
   Level Financial Advisors Inc. 39 - 2024-03-31 94,254 $924,000 -1,221
   CI Private Wealth LLC 1509 - 2024-03-31 63,376 $621,000 -70,654
   Silver Oak Advisory Group Inc. 35 - 2024-03-31 55,268 $542,000 -300
   NWAM LLC 405 - 2024-03-31 35,301 $346,000 -490
   MB Generational Wealth LLC 44 - 2024-03-31 5,195 $265,000 -22,760
   Forum Financial Management LP 707 - 2024-03-31 19,147 $188,000 -2,441
   HANSON MCCLAIN, INC. 1915 - 2024-03-31 1,541 $15,000 -1,934
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us