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Get Institutions for : 
United States Copper Index Fund (CPER)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 46    3
Total shares held : 
 981,099  
% of shares held : 
 16.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 -89,341  
% of shares held change : 
   -1.49%  
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
 18,392
 1.87%
 
Increased Positions :
8
 70,172
 7.15%
 
Unchanged Positions :
20
 270,680
 27.59%
 
Decreased Positions :
14
-152,070
-15.5%
 
Closed Positions :
7
-25,835
-2.63%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   Knollwood Investment Advisory LLC 77 - 2024-03-31 54,918 $1,380,000 0
   BigSur Wealth Management LLC 88 - 2024-03-31 33,439 $840,000 0
   ISTHMUS PARTNERS LLC 163 - 2024-03-31 12,800 $322,000 0
   Herold Advisors Inc. 229 - 2024-03-31 10,800 $271,000 0
   Stratos Wealth Partners LTD. 1227 - 2024-03-31 8,728 $219,000 0
   BANK OF AMERICA CORP /DE/ 5464 - 2024-03-31 1,980 $50,000 0
   Tidemark LLC 249 - 2024-03-31 1,764 $44,000 0
   Cape Investment Advisory Inc. 348 - 2024-03-31 1,500 $38,000 0
   CLEAN YIELD GROUP 266 - 2024-03-31 1,200 $30,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 531 - 2024-03-31 343 $9,000 0
   Insight Financial Services 91 - 2024-03-31 200 $5,000 0
   Tyler-Stone Wealth Management 741 - 2024-03-31 204 $5,000 0
   Evergreen Private Wealth LLC 182 - 2024-03-31 142 $4,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1007 - 2024-03-31 120 $3,000 0
   BARTLETT & CO. LLC 1097 - 2023-12-31 120 $3,000 0
   PROEQUITIES INC. 6002 - 2024-03-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
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