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Get Institutions for : 
Panagram Aaa Clo Etf (CLOX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    4
Total shares held : 
 1,746,844  
% of shares held : 
 19.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 93,294  
% of shares held change : 
   1.04%  
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 :
5
 19,883
 1.14%
 
Increased Positions :
10
 256,752
 14.7%
 
Unchanged Positions :
3
 21,010
 1.2%
 
Decreased Positions :
5
-178,188
-10.2%
 
Closed Positions :
1
-5,153
-0.29%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Sequoia Financial Advisors LLC 901 *New 2024-06-30 11,417 $292,000 11,417
   GRADIENT INVESTMENTS LLC 329 *New 2024-06-30 7,173 $183,000 7,173
   Triad Wealth Partners LLC 342 *New 2024-06-30 789 $20,000 789
   Coppell Advisory Solutions LLC 1081 *New 2024-06-30 307 $8,000 307
   Sunbelt Securities Inc. 1367 *New 2024-06-30 197 $5,000 197
  5 Records found
  1    
  Page 1 of 1
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