Institutional Ownership Listed Fds Tr Changebridge Cap (CBSE)
This table provides information about the institutional ownership of Listed Fds Tr Changebridge Cap (CBSE). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 398,366 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
183,385
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
150,808
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 76.02%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
19,926
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
19,034
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,697
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 70.35%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
15
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|