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Exchange Listed FDS TR

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
HighMark Wealth Management LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$3.3K (+$233)
Filed 2024-01-23
Morgan Stanley
NEW
Shares1
Change+1
Value$34
Filed 2024-08-16
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-02-07
Status
HighMark Wealth Management LLC
UNCHANGED10110100%$3.1K$3.3K+$2332024-01-23
Morgan Stanley
NEW1—+1——$34—2024-08-16
Proequities, Inc.
UNCHANGED000—$0$0$02024-02-07
Showing 3 of 3 institutions