Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Aptus Large Cap Enhanced Yield Etf (DUBS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    7
Total shares held : 
6,759,188  
% of shares held : 
75.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  18  
Amount of shares held : 
1,096,300  
% of shares held change : 
  12.18%  
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 :
8
 140,965
 2.09%
 
Increased Positions :
13
 977,331
 14.46%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
2
-3,802
-0.06%
 
Closed Positions :
1
-18,194
-0.27%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Aptus Capital Advisors LLC 10 - 2024-06-30 2,990,092 $90,779,000 59,307
   Integrated Wealth Concepts LLC 35 - 2024-06-30 1,223,957 $37,159,000 619,712
   Sugarloaf Wealth Management LLC 8 - 2024-06-30 654,344 $19,866,000 7,434
   GUARDIAN WEALTH ADVISORS LLC / NC 13 - 2024-06-30 437,615 $13,286,000 380
   Waterloo Capital L.P. 22 - 2024-06-30 305,643 $9,279,000 4,878
   Second Line Capital LLC 10 - 2024-06-30 291,061 $8,837,000 24,409
   ENVESTNET ASSET MANAGEMENT INC 1905 - 2024-06-30 193,342 $5,870,000 121,254
   Park Place Capital Corp 11 - 2024-06-30 178,727 $5,426,000 104,829
   SILVER OAK SECURITIES Inc 52 - 2024-06-30 113,029 $3,432,000 20,174
   One + One Wealth Management LLC 21 - 2024-06-30 76,698 $2,329,000 2,801
   MBE Wealth Management LLC 11 - 2024-06-30 70,139 $2,129,000 3,627
   Atomi Financial Group Inc. 240 - 2024-06-30 28,936 $879,000 1,551
   JANE STREET GROUP LLC 5047 - 2024-06-30 6,975 $212,000 6,975

  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results