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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
   UBS Group AG 7660 *Closed 2024-06-30 0 $0 -2,402
   MORGAN STANLEY 7246 *Closed 2024-06-30 0 $0 -2
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3443 *Closed 2024-06-30 0 $0 -12,400

  3 Records found
  1    
  Page 1 of 1
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