Institutional Ownership ETF Ser Sol Aam S&P Developed (DMDV)
This table provides information about the institutional ownership of ETF Ser Sol Aam S&P Developed (DMDV). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 10,726 shares, which have been reported (via 13F filing form) to have a value of $253,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$236,300
0.01% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
502
shares
|
$11,862
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
208
shares
|
$4,915
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
15
shares
|
$354
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|