Institutional Ownership Shp ETF Tr Neos Enhanced Incom (CSHI)
This table provides information about the institutional ownership of Shp ETF Tr Neos Enhanced Incom (CSHI). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 6.24 Million 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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,700
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,658
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,477
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 31.19%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,345
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,596
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
4,472
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
1,500
shares
|
$0
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
900
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
600
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
410
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 8100.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
315
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
299
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 98.98%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
183
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
183
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
89
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
22
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4
shares
|
$0
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
|