Institutional Ownership Listed Fds Tr Changebridge Cap (CBSE)
This table provides information about the institutional ownership of Listed Fds Tr Changebridge Cap (CBSE). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 188,622 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
154,271
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
May 14, 2024 Q1 2024 |
23,058
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 20.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
8,864
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 428.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,353
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
61
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 75.6%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
15
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|