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Get Institutions for : 
Global X Data Center Reits & Digital Infrastructure Etf (VPN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    6
Total shares held : 
 1,572,945  
% of shares held : 
 17.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 1,006,058  
% of shares held change : 
   11.18%  
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 :
8
 969,541
 61.64%
 
Increased Positions :
5
 104,705
 6.66%
 
Unchanged Positions :
6
 30,170
 1.92%
 
Decreased Positions :
7
-52,450
-3.33%
 
Closed Positions :
2
-15,738
-1%
 
Guru Positions :
1
100
 0.01%
 
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
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 217 - 2024-03-31 539,116 $8,383,000 6,406
   Hedeker Wealth Management Group LLC 18 - 2024-03-31 388,192 $6,036,000 4,701
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 914 - 2024-03-31 366,422 $4,632,000 94,682
   BBJS FINANCIAL ADVISORS LLC 19 - 2024-03-31 265,058 $4,122,000 -11,500
   Sonoma Private Wealth LLC 8 - 2024-03-31 87,284 $1,357,000 16,894
   LPL FINANCIAL CORP 3177 - 2024-03-31 60,467 $940,000 24,680
   Phoenix Wealth Advisors 52 - 2024-03-31 53,496 $832,000 26,928
   ALTFEST L J & CO INC 134 - 2024-03-31 50,033 $778,000 -2,113
   Advisor Group Holdings Inc. 2679 - 2024-03-31 43,440 $675,000 6,536
   Dynamic Advisors Solutions LLC 547 *New 2024-03-31 40,452 $629,000 40,452
   BANK OF AMERICA CORP /DE/ 4384 - 2023-12-31 38,858 $570,000 37,472
   IHT Wealth Management LLC 564 - 2023-12-31 37,797 $554,000 -5,031
   Capasso Planning Partners LLC 74 *New 2024-03-31 26,395 $410,000 26,395
   CREATIVE PLANNING 1941 - 2023-12-31 24,792 $363,000 0
   ROYAL BANK OF CANADA 4327 - 2023-12-31 15,956 $234,000 5,056
   Jacobi Capital Management LLC 473 - 2024-03-31 10,149 $158,000 48
   LAZARD ASSET MANAGEMENT LLC 1632 - 2023-12-31 4,000 $58,000 0
   UBS Group AG 5522 - 2023-12-31 2,105 $31,000 551
   Richard W. Paul & Associates LLC - 2023-12-31 1,398 $20,000 -412
   BANK OF MONTREAL /CAN/ 3169 - 2023-12-31 1,023 $15,000 0
   Aspire Private Capital LLC 489 - 2024-03-31 308 $5,000 3
   MARQUETTE ASSET MANAGEMENT INC. 183 - 2024-03-31 255 $4,000 0
   Covestor Ltd 1801 - 2024-03-31 182 $3,000 24
   MORGAN STANLEY 6836 - 2023-12-31 52 $1,000 -100
   VAN DEN BERG MANAGEMENT INC *** -- Notable Guru -- 102 - 2023-12-31 100 $1,000 0
   Carmichael Hill & Associates Inc. 642 *New 2024-03-31 65 $1,000 65
   Tradewinds Capital Management LLC 497 *New 2024-03-31 21 $0 21
   ADVISORY SERVICES NETWORK, LLC 1885 *Closed 2024-03-31 0 $0 -787
   Compagnie Lombard Odier SCA 500 *Closed 2024-03-31 0 $0 0
   JANE STREET GROUP LLC 5652 *Closed 2023-12-31 0 $0 -15,710
   PROEQUITIES INC. 7134 - 2024-03-31 0 $0 0
   FMR LLC 5260 *Closed 2023-12-31 0 $0 -28
   CONDOR CAPITAL MANAGEMENT 192 *Closed 2024-03-31 0 $0 -25,522
  33 Records found
  1    
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