Coastal Investment Advisors, Inc. Tidal ETF Tr Leatherback Long/ Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 05, 2023	BUY	$26.31 - $30.04 $237,053 - $270,660	9,010 New	9,010 $245,000

Others Institutions Holding LBAY

# of Institutions

13

Shares Held

2.35M

Call Options Held

0

Put Options Held

0

Ep Wealth Advisors, LLC Torrance, CA

1.09M
Shares

$28.4 Million
0.3% of portfolio
Lehman & Derafelo Financial Resources LLC

1.03M
Shares

$26.8 Million
8.94% of portfolio
Financial Architects, Inc Marlton, NJ

76.7K
Shares

$2.01 Million
0.31% of portfolio
Claraphi Advisory Network, LLC

50.7K
Shares

$1.33 Million
0.6% of portfolio
Gts Securities LLC New York, NY

21K
Shares

$549,203
0.0% of portfolio

About TIDAL ETF TR LEATHERBACK LONG/

Ticker LBAY
Sector ETFs
Industry ETFs

More about LBAY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.