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Get Institutions for : 
Wbi Tactical Lcv Shares (WBIF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    2
Total shares held : 
 1,358,114  
% of shares held : 
 59.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -196,662  
% of shares held change : 
   -8.55%  
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 :
2
 9,496
 0.7%
 
Increased Positions :
1
 30,014
 2.21%
 
Unchanged Positions :
3
 5,613
 0.41%
 
Decreased Positions :
10
-236,172
-17.39%
 
Closed Positions :
0
0
0%
 
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
   WEALTH BUILDERS 4 - 2024-03-31 817,968 $25,073,000 -41,884
   ENVESTNET ASSET MANAGEMENT INC 2072 - 2023-12-31 135,845 $3,773,000 -28,585
   LPL FINANCIAL CORP 2251 - 2023-12-31 84,761 $2,354,000 -12,703
   Advisor Group Holdings Inc. 1762 - 2023-12-31 82,122 $2,281,000 -31,622
   Cetera Investment Advisers 898 - 2023-12-31 54,982 $1,527,000 -1,519
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2691 - 2023-12-31 38,862 $1,079,000 30,014
   JANE STREET GROUP LLC 3277 - 2023-12-31 33,279 $924,000 -10,468
   FINANCIAL NETWORK 1918 - 2023-12-31 16,941 $471,000 -10,724
   CITADEL ADVISORS LLC 3865 - 2023-12-31 13,647 $379,000 -28,885
   Atria Wealth Solutions Inc. 1390 - 2023-12-31 12,392 $344,000 -2,358
   BANK OF NEW YORK MELLON CORP 3673 - 2024-03-31 9,730 $298,000 -592
   H D Vest Advisory Services 1297 *New 2023-12-31 9,495 $264,000 9,495
   Householder Group Estate & Retirement Specialist L - 2023-12-31 5,612 $155,000 0
   ROYAL BANK OF CANADA 6336 - 2023-12-31 1 $0 0
   MORGAN STANLEY 7536 *New 2023-12-31 1 $0 1
   PROEQUITIES INC. 9127 - 2023-12-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
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