Who owns STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF?
- Ticker: SAMT
- CUSIP Number: 00775y645
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Analyze quarterly positions in Strategas Macro Thematic Opportunities Etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Beaumont Financial Advisors | 402k | $11M | 0% | Sep 2024 |
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Envestnet Asset Management | 386k | $11M | 7% | Sep 2024 |
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Triangle Securities Wealth Management | 285k | $7.5M | 1% | Jun 2024 |
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Aptus Capital Advisors | 258k | $7.2M | 4% | Sep 2024 |
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Archford Capital Strategies | 182k | $5.1M | 5% | Sep 2024 |
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Armor Investment Advisors | 126k | $3.5M | 20% | Sep 2024 |
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Fortem Financial Group | 97k | $2.7M | -1% | Sep 2024 |
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Greenwich Wealth Management | 36k | $1.0M | 4% | Sep 2024 |
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Cambridge Advisors | 30k | $821k | 0% | Sep 2024 |
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Captrust Financial Advisors | 28k | $769k | -11% | Sep 2024 |
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Stifel Financial | 23k | $610k | 100% | Jun 2024 |
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Jaffetilchin Investment Partners | 21k | $569k | 11% | Sep 2024 |
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Fiduciary Trust Company | 14k | $352k | 0% | Jun 2024 |
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Mutual Advisors | 11k | $317k | -2% | Sep 2024 |
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Toroso Investments | 9.8k | $271k | 100% | Sep 2024 |
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Atlantic Trust | 2.1k | $57k | 0% | Sep 2024 |
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Parallel Advisors | 1.0k | $28k | 0% | Sep 2024 |
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PSI Advisors | 224.00 | $6.2k | 0% | Sep 2024 |
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CVA Family Office | 200.00 | $5.6k | 0% | Sep 2024 |
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Morgan Stanley | 1.00 | $33.000000 | 0% | Jun 2024 |
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Who sold out of Strategas Macro Thematic Opportunities Etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
CI Private Wealth | Jun 2024 | 31k | $809k |