Coastal Investment Advisors, Inc. Tidal ETF Tr Leatherback Long/ Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 05, 2023	BUY	$26.31 - $30.04 $237,053 - $270,660	9,010 New	9,010 $245,000

Others Institutions Holding LBAY

# of Institutions

14

Shares Held

2.27M

Call Options Held

0

Put Options Held

0

Lehman & Derafelo Financial Resources LLC

1.03M
Shares

$25.7 Million
8.94% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

970K
Shares

$24.3 Million
0.2% of portfolio
Financial Architects, Inc Marlton, NJ

76.7K
Shares

$1.92 Million
0.31% of portfolio
Claraphi Advisory Network, LLC

50.7K
Shares

$1.27 Million
0.6% of portfolio
Gts Securities LLC New York, NY

47.2K
Shares

$1.18 Million
0.06% of portfolio

About TIDAL ETF TR LEATHERBACK LONG/

Ticker LBAY
Sector ETFs
Industry ETFs

More about LBAY

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