Institutional Ownership Alps ETF Tr (REIT)
This table provides information about the institutional ownership of Alps ETF Tr (REIT). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 168,005 shares, which have been reported (via 13F filing form) to have a value of $4.75 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellsworth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
112,307
shares
|
$3.18 Million
0.81% of portfolio
|
Q2 2024
Added 5.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
26,723
shares
|
$755,726
0.01% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
9,525
shares
|
$269,367
0.06% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
9,116
shares
|
$257,800
0.04% of portfolio
|
Q2 2024
Reduced 8.43%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
3,372
shares
|
$95,360
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
2,815
shares
|
$79,608
0.0% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jul 25, 2024 Q2 2024 |
2,550
shares
|
$72,114
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,096
shares
|
$30,994
0.0% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
500
shares
|
$14,140
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|