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Listed FD TR

Q4 2022 vs Q1 2023

Comparing institutional holders between quarters

Quarters

Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Prospera Financial Services Inc
NEW
Shares21,300
Change+21,300
Value$362.6K
Filed 2023-05-12
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares17,097 from 17,097
Change0 (0%)
Value$291.1K (+$26.2K)
Filed 2023-05-11
UBS Group AG
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$7.8K)
Filed 2023-05-12
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-05-15
Status
Prospera Financial Services Inc
NEW21,300—+21,300——$362.6K—2023-05-12
Elevation Point Wealth Partners, LLC
UNCHANGED17,09717,09700%$264.9K$291.1K+$26.2K2023-05-11
UBS Group AG
CLOSED0500-500-100%$7.8K$0-$7.8K2023-05-12
Proequities, Inc.
UNCHANGED000—$0$0$02023-05-15
Showing 4 of 4 institutions