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Get Institutions for : 
Virtus Private Credit Strategy Etf (VPC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    3
Total shares held : 
 390,742  
% of shares held : 
 4.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -622,729  
% of shares held change : 
   -6.92%  
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
 83,135
 21.28%
 
Increased Positions :
3
 31,149
 7.97%
 
Unchanged Positions :
2
 8,166
 2.09%
 
Decreased Positions :
4
-208,217
-53.29%
 
Closed Positions :
6
-528,796
-135.33%
 
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
   Advisor Group Holdings Inc. 1082 - 2024-03-31 205,722 $4,629,000 -4,601
   Hedeker Wealth Management Group LLC 55 - 2024-03-31 90,845 $2,044,000 23,065
   H D Vest Advisory Services 678 - 2024-03-31 54,220 $1,220,000 -3,108
   Delta Investment Management LLC 75 *New 2024-03-31 40,394 $909,000 40,394
   Provident Wealth Management LLC 41 *New 2024-03-31 31,975 $719,000 31,975
   CITADEL ADVISORS LLC 3298 - 2023-12-31 30,769 $676,000 30,769
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3551 - 2024-03-31 20,032 $451,000 5,377
   Sigma Planning Corp 859 *New 2024-03-31 16,900 $380,000 16,900
   MILESTONE ASSET MANAGEMENT LLC 128 *New 2024-03-31 15,508 $349,000 15,508
   ROYAL BANK OF CANADA 4544 - 2023-12-31 8,166 $180,000 0
   HARBOUR INVESTMENTS INC. 1847 - 2023-12-31 944 $21,000 330
   Farther Finance Advisors LLC 1418 *New 2023-12-31 700 $15,000 700
   PARKSIDE FINANCIAL BANK & TRUST 1546 - 2024-03-31 80 $2,000 5
   PROEQUITIES INC. 3479 - 2024-03-31 0 $0 0
   We Are One Seven LLC 893 *Closed 2023-12-31 0 $0 -23,906
   BB&T CORP 2594 *Closed 2023-12-31 0 $0 -11,726
   ENVESTNET ASSET MANAGEMENT INC 4060 *Closed 2023-12-31 0 $0 -16,993
   MORGAN STANLEY 7391 - 2023-12-31 2 $0 -26
   Andesa Financial Management Inc. 156 *Closed 2022-12-31 0 $0 -71,186
   LGT Financial Advisors LLC 866 *Closed 2024-03-31 0 $0 0
   IFP Advisors Inc 3350 *Closed 2023-12-31 0 $0 -10,625
  21 Records found
  1    
  Page 1 of 1
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