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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    1
Total shares held : 
 1,331,657  
% of shares held : 
 57.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -4  
Amount of shares held : 
 -153,727  
% of shares held change : 
   -6.68%  
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
 22,321
 1.68%
 
Increased Positions :
3
 28,972
 2.18%
 
Unchanged Positions :
2
 1
 0%
 
Decreased Positions :
8
-197,281
-14.81%
 
Closed Positions :
1
-7,739
-0.58%
 
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 3 - 2024-03-31 832,233 $28,834,000 -42,033
   ENVESTNET ASSET MANAGEMENT INC 2002 - 2023-12-31 137,223 $4,238,000 -27,374
   Advisor Group Holdings Inc. 1622 - 2023-12-31 87,453 $2,701,000 -31,731
   LPL FINANCIAL CORP 2167 - 2023-12-31 83,652 $2,583,000 -12,689
   Cetera Investment Advisers 855 - 2023-12-31 56,151 $1,734,000 -1,603
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3007 - 2023-12-31 27,520 $850,000 27,520
   FINANCIAL NETWORK 1839 - 2023-12-31 16,953 $524,000 -9,838
   CITADEL ADVISORS LLC 3812 *New 2023-12-31 12,944 $400,000 12,944
   Atria Wealth Solutions Inc. 1347 - 2023-12-31 11,837 $366,000 -2,340
   BANK OF NEW YORK MELLON CORP 3652 - 2024-03-31 9,120 $316,000 -673
   H D Vest Advisory Services 1241 *New 2023-12-31 9,377 $290,000 9,377
   UBS Group AG 4772 - 2023-12-31 4,438 $137,000 1,451
   MORGAN STANLEY 6755 - 2023-12-31 49 $2,000 1
   ROYAL BANK OF CANADA 6351 - 2023-12-31 1 $0 0
   JANE STREET GROUP LLC 5809 *Closed 2023-12-31 0 $0 -7,739
   PROEQUITIES INC. 9065 - 2023-12-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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