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Get Institutions for : 
Newfound/resolve Robust Momentum Etf (ROMO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    1
Total shares held : 
 862,248  
% of shares held : 
 9.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 89,704  
% of shares held change : 
   1%  
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 :
4
 30,938
 3.59%
 
Increased Positions :
5
 82,722
 9.59%
 
Unchanged Positions :
2
 1,200
 0.14%
 
Decreased Positions :
2
-9,152
-1.06%
 
Closed Positions :
3
-14,804
-1.72%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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
   WJ Interests LLC 5 - 2024-06-30 470,893 $14,098,000 21,841
   CWM LLC 388 - 2024-06-30 194,370 $5,819,000 20,521
   Innova Wealth Partners 27 - 2024-06-30 57,939 $1,735,000 15,787
   Financial Enhancement Group LLC 66 - 2024-06-30 57,669 $1,719,000 -8,770
   GTS SECURITIES LLC 637 - 2024-06-30 31,732 $950,000 24,411
   Lifeworks Advisors LLC 141 *New 2024-06-30 14,198 $425,000 14,198
   Pensionmark Financial Group LLC 433 - 2024-06-30 13,870 $415,000 162
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4434 *New 2024-06-30 7,399 $222,000 7,399
   GOLDMAN SACHS GROUP INC/ 4276 *New 2024-06-30 6,840 $205,000 6,840
   Nelson Van Denburg & Campbell Wealth Management Gr 839 - 2024-06-30 3,637 $109,000 -382
   Northwest Capital Management Inc 168 *New 2024-06-30 2,501 $75,000 2,501
   Geneos Wealth Management Inc. 1181 - 2024-06-30 1,200 $36,000 0
   UBS Group AG 7660 *Closed 2024-06-30 0 $0 -2,402
   MORGAN STANLEY 7246 *Closed 2024-06-30 0 $0 -2
   PROEQUITIES INC. 6309 - 2024-06-30 0 $0 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3443 *Closed 2024-06-30 0 $0 -12,400
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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