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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    1
Total shares held : 
 2,233,682  
% of shares held : 
 6.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -264,400  
% of shares held change : 
   -0.83%  
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
 27,850
 1.25%
 
Increased Positions :
3
 80,512
 3.6%
 
Unchanged Positions :
2
 10,930
 0.49%
 
Decreased Positions :
9
-372,622
-16.68%
 
Closed Positions :
1
-140
-0.01%
 
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 1 - 2024-03-31 1,314,381 $33,497,000 -74,190
   ENVESTNET ASSET MANAGEMENT INC 1958 - 2024-03-31 198,586 $5,061,000 -53,757
   LPL FINANCIAL CORP 2032 - 2024-03-31 138,964 $3,541,000 -4,353
   Cetera Investment Advisers 663 - 2024-03-31 71,598 $1,825,000 -22,069
   Advisor Group Holdings Inc. 1889 - 2024-03-31 60,593 $1,544,000 -75,964
   FINANCIAL NETWORK 1591 - 2024-03-31 31,845 $812,000 -1,759
   Atria Wealth Solutions Inc. 1120 - 2024-03-31 25,427 $648,000 -2,944
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3101 - 2024-03-31 25,198 $642,000 -15,673
   BANK OF NEW YORK MELLON CORP 3385 - 2024-03-31 22,681 $578,000 -1,339
   CITADEL ADVISORS LLC 3652 - 2024-03-31 21,213 $541,000 -17,828
   H D Vest Advisory Services 1096 - 2024-03-31 17,516 $446,000 -826
   UBS Group AG 6729 - 2024-03-31 74 $2,000 -527
  12 Records found
  1    
  Page 1 of 1
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