Institutional Ownership ETF Ser Solutions Us Vegan Cli (VEGN)
This table provides information about the institutional ownership of ETF Ser Solutions Us Vegan Cli (VEGN). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 184,381 shares, which have been reported (via 13F filing form) to have a value of $10.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
52,125
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
35,948
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.61%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
20,329
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Added 22.62%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,436
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
14,184
shares
|
$773,879
0.18% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
7,211
shares
|
$393,432
0.03% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
7,113
shares
|
$388,085
0.02% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,484
shares
|
$299,207
0.0% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,689
shares
|
$255,831
0.0% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
4,281
shares
|
$233,571
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,085
shares
|
$168,317
0.0% of portfolio
|
Q2 2022
Reduced 3.14%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
2,531
shares
|
$138,091
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,832
shares
|
$99,953
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$81,840
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,000
shares
|
$54,560
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
714
shares
|
$38,955
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
595
shares
|
$32,463
0.02% of portfolio
|
Q1 2023
Reduced 31.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
575
shares
|
$31,372
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
444
shares
|
$24,224
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
300
shares
|
$16,368
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
267
shares
|
$14,567
0.0% of portfolio
|
Q4 2023
Reduced 2.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
244
shares
|
$13,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
234
shares
|
$12,767
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
125
shares
|
$6,820
0.0% of portfolio
|
Q1 2023
Reduced 17.6%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
121
shares
|
$6,601
0.0% of portfolio
|
Q1 2024
Reduced 45.25%
|