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ETF SER Solutions
Q4 2024 vs Q1 2025
Comparing institutional holders between quarters
Quarters
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged
1
No Data
Sort by
Q1 2025 shares — high to low
Q1 2025 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2025 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Carolinas Wealth Consulting LLC
UNCHANGED
Shares
62
from 62
Change
0
(0%)
Value
$1.7K
(-$461)
Filed 2025-08-14
FSA Wealth Management LLC
N/A
Shares
—
from 62
Change
-62
(-100%)
Value
—
Institution
Status
Q1 2025 ↓
Q4 2024
Change
% Change
Q4 2024 Value
Q1 2025 Value
Value Change
Filed
Carolinas Wealth Consulting LLC
UNCHANGED
62
62
0
0%
$2.2K
$1.7K
-$461
2025-08-14
FSA Wealth Management LLC
N/A
—
62
-62
-100%
$2.2K
—
—
—
Showing 2 of 2 institutions