Institutional Ownership United States Copper Index Fun (CPER)
This table provides information about the institutional ownership of United States Copper Index Fun (CPER). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 1.08 Million shares, which have been reported (via 13F filing form) to have a value of $27.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
343
shares
|
$8,787
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
300
shares
|
$7,686
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
227
shares
|
$5,815
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$5,124
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
200
shares
|
$5,124
0.0% of portfolio
|
Q1 2024
Added 171.5%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
150
shares
|
$3,843
0.0% of portfolio
|
Q1 2024
Reduced 90.81%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
142
shares
|
$3,638
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
120
shares
|
$3,074
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
120
shares
|
$3,074
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
118
shares
|
$3,023
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
70
shares
|
$1,793
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
60
shares
|
$1,537
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
50
shares
|
$1,281
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
18
shares
|
$461
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|